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Berknell Financial Group

800-218-1724
info@berknell.com

Berknell Financial Group is a registered investment advisor that serves the disciplined investor through comprehensive, educational, and transparent wealth management. By providing advice with our clients’ interest in mind, and developing customized financial plans, we seek to change the industry landscape that our clients have grown used to. We are the change we wish to see. We are Berknell Financial Group.

Advice with you in mind means doing things differently.

Today, every advisor on Wall Street wants to put you in an asset allocation model that virtually requires no work. With firm-managed mutual funds, they claim that they have your best interest in mind. We have a larger goal. Not only should an advisor be valued by the soundness of advice, but also by the high quality, cost effective strategy implemented to help you reach your goals.

Investors have come to know premium fees, conflicts of interest, and costly investment vehicles as the norm. In addition to this, studies show that the average investor underperforms the market due to intuitive tendencies and focusing on the wrong things. We want to give you more for less, encourage disciplined investing, and be resources that you can rely on.

FEES IN YOUR FAVOR

We want you to see more of your money. Through competitive fees and cost effective investment selection, we seek to give you more for less.

DISCIPLINED INVESTING

Risk comes from not knowing what you’re doing. We seek to employ a patient investment policy to meet your objectives.

WE ARE YOUR INVESTMENT COUNSELORS

We do our job most effectively because we know you and your goals. Our goal is to walk beside you through every life stage.