Berknell Financial Group is a registered investment advisor that serves the disciplined investor through comprehensive, educational, and transparent wealth management. At Berknell, our mission is to help our clients achieve financial freedom. By providing innovative strategies, financial plans, and nurturing lifetime relationships, we seek to help our clients build, sustain, and harvest wealth for generations to come.
OUR CLIENT-ADVISOR RELATIONSHIPS ARE NOT A ONE WAY STREET
Trust is not always easily earned. In fact, many financial advisors might say it takes significant effort to gain and maintain a client’s trust. Today’s investors are more cautious in selecting advisors to entrust their wealth planning due to conflicts of interest and investment selection.
When you choose to work with Berknell Financial Group, you choose a fiduciary committed to understanding you and your goals. Our transparency and your added confidence in us will create a relationship that focuses on one objective – reaching your financial goals.
THE SHOE FITS BECAUSE IT'S YOUR SIZE
With our RIITE Planning Process, we seek to understand your unique circumstance. Whether it’s for planning or living in retirement, investments, insurance, tax-efficiency, or estate planning we want to be sure that the solution fits.
TAKING THE HOLISTIC APPROACH
With the complexity of your circumstance, you deserve a detailed strategy. A true advisor cannot prescribe without first diagnosing. Because the full picture is the most important part of any puzzle, we’d like to understand all pieces so we can put it together for you.
WE ARE DISCIPLINED INVESTORS
Intelligent investing often requires investors to think counter-intuitively. As you know, the market can evoke an array of emotions. We’re here to keep you on track. There’s a 6-step process we use to construct a portfolio that is right for you. We understand your goals and expectations with our 6-step process and identifying the answers to these questions:
- WHERE YOU ARE TODAY?
- WHERE WOULD YOU LIKE TO BE?
- HOW CAN WE GET YOU THERE?
Through this discovery process we will determine the return and risk you’ll have to take to reach your goals.