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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
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Michael Ballestrini, CFP®
Associate Vice President / Wealth Management, Financial Advisor
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Michael Lopes, CFP®, ChFC®
Senior Wealth Planning Associate
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Grayson Beringer, CFP®
Financial Advisor Associate
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Anthony Perillo
Senior Registered Private Client Associate
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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.
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Our Clients
Our clients are intelligent, busy, and successful individuals who value their independence.
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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.
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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.
February 03, 2025
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Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025
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Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
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