Our dedicated team collaborates closely with you to gain deep insights into your aspirations, and together, we craft a pragmatic blueprint that paves the way towards achieving your objectives.
We educate and empower you on investing, taxes, and insurance, instilling confidence in your financial journey.
We simplify complex financial concepts into plain, straightforward language, eliminating the need for deciphering jargon.
We empower you with actionable recommendations, giving you complete control over your financial situation and future.
- What we believe
Do what is right, always
We embarked on our journey with a distinct approach. Instead of adhering to a demanding, all-or-nothing career path, we prioritized balance and well-being. We provided an opportunity to find fulfillment in both your professional and personal life, placing importance on family and engaging in impactful projects alongside companies within your community.
Our core principle was to invest in people, communities, and the success of our clients. Consistently recognized as a top workplace, Beratung has garnered a reputation for creating an environment where individuals thrive. We proudly serve more than half of the Fortune 100 companies and a third of the Fortune 500, while also collaborating with startups, not-for-profit organizations, and a myriad of innovative entities.
- Our expertise
Craft effective strategies to drive competitiveness and achieve business objectives.
Streamline operations and improve efficiency to maximize productivity and reduce costs.
Gain valuable insights into your target market, competitors, and customer needs.
Navigate organizational change smoothly and ensure successful implementation.
Our partners with leading technology providers to guide our clients through the implementation process.
Working with an Advisor
Whether you’re going through the loss of a loved one, a divorce, planning for retirement, or a career change, Beratun Financial understands the challenge of life-altering events for women. We offer an oasis of solid financial guidance for many clients in the midst of stressful life transitions.
Our highly-skilled and caring team of financial professionals pledge to be there for you with sound financial advice throughout both the ups and the downs:
- Loss of Loved One—With a mission to relieve stress, encourage healing and build a secure financial future, we assist clients with estate planning, tax planning, investments, and more after losing a loved one.
- Divorce— As a top-rated divorce financial advisory firm, we help clients with valuable information on financial issues related to divorce, including taxes, retirement plans, health insurance coverage, and more.
- Inheritance—Beratung Financial helps clients make the most impact with inherited assets through thoughtful, expert guidance to help ease that overwhelming feeling that can accompany the arrival of a large sum of money.
- Retirement—As one of the top financial advisory firms in the United States, Beratung Financial works to ensure our clients can retire confidently and on their own terms through expert wealth management.
- Career Change—Although changing careers can be rewarding, it also involves important financial decisions, and Beratung Financial helps ease the transition by providing expert financial advice.
The firm maintains a boutique feel with a personalized approach that differentiates us from many other financial advisory firms. We have a low client-to-advisor ratio, which allows us to be uniquely attentive to our clients, and give them financial peace of mind even in the midst of turbulent changes in their lives.
Our award-winning, team was founded and is led by powerful, motivated, and experienced women. We are somewhat of a unicorn in the industry, as only 9% of financial advisory firms have a female owner.
Each of us have a deeply personal reason why we were drawn to do this work. Our passion and dedication are some of the many reasons why our clients love working with us. We have effective, long-lasting relationships with our clients and a client retention rate of 98%, which is far above the industry average.
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Yes and yes! We are independent, fiduciary and fee-only. We have taken a fiduciary oath to keep your interests first.
The core principles that we follow as a Fiduciary are to put you, our client’s, best interests first. Act with prudence, that is, with the skill, care, diligence, and good judgment of a professional. Do not mislead you, our client —provide conspicuous, full, and fair disclosure of all important facts. Avoid conflicts of interest and fully disclose and fairly manage.
The White House’s Council on Economic Advisors found that non-fiduciary advice costs investors an extra $17 billion per year. Being a fee-only wealth management firm means that we never receive any type of commission or kickback from an investment or insurance product. You can rest assured that if we are making a recommendation to you, it is because it is in your best interest. We are committed to you, and to helping you live your very best life!
You can view our profile on NAPFA HERE and our advisor profiles on the Fee-Only Network here:
Stacy Smith
Matt Davies
Yes! We will work in tandem with any professionals who are already providing guidance in your life. With your permission, we can exchange information and ideas with your team to optimize the advice we provide to you. Your team might include an accountant, estate planning attorney, property and casualty insurance agent, as well as other professionals such as life, disability, long-term care, and health insurance experts.
Over the last two decades, Beratung Financial has also built trusted relationships with professionals you may need along your financial journey. We are happy to be a resource for you if you need help building your team of smart and caring professionals!
No. There is no fee for your initial meeting with our Beratung Financial advisors. In this meeting, we will answer any questions you may have and help determine if we are the right advisor for you.
