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Beringer Wealth Advisors unites complementary strengths with more than 100 years of combined financial services experience to distinguish how we approach financial planning, investing, and client service.
Our Team
Our Team of 6 Financial Professionals includes:• 100+ years of Investment Experience • 3 CERTIFIED FINANCIAL PLANNER® professionals • 2 Private Client Associates.No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Geoffrey M. Beringer
Executive Vice President / Investments, Financial Advisor
Michael Ballestrini, CFP®
Associate Vice President / Wealth Management, Financial Advisor
Michael Lopes, CFP®, ChFC®
Senior Wealth Planning Associate
Grayson Beringer, CFP®
Financial Advisor Associate
Anthony Perillo
Senior Registered Private Client Associate
Yakima (Kim) Welfare
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Clients
Our clients are intelligent, busy, and successful individuals who value their independence.
Our Process
Our client process enables us to deliver a detailed assessment of your current situation as well as a prioritized plan to achieve your goals.
How We Are Different
Beringer Wealth Advisors unites complementary strengths with more than 100 years of combined financial services experience.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.