Berger Financial Group, Inc Email Format

Financial ServicesMinnesota, United States51-200 Employees

Berger Financial Group, Inc. is a mid-sized financial services firm based in Plymouth, Minnesota, offering wealth management supported by a team of experienced financial planners and CPAs. Through a collaborative, multi-year planning approach, the firm develops and implements comprehensive financial and tax strategies for its clients and partner advisors.

The company prioritizes in-house investment strategies that aim to be cost- and tax-efficient, with risk reduction as a guiding principle. It collaborates with independent financial advisors across the country to provide succession planning and sustained client service. In February 2024, Berger Financial Group announced the acquisition of Robert Gordon & Associates, Inc., expanding its investment management and strategic wealth planning capabilities.

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