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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.
September 26, 2025
Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.