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Our Team
Our Team of 6 Financial Professionals includes:• 100+ years of Investment Experience • 2 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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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.
April 24, 2024
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
April 22, 2024
Don’t Procrastinate – Establish Your Will
Establishing a will is an important estate planning consideration. Here are some steps to help you establish or complete this valuable document.
April 09, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
Office Information