- Five Star Wealth Manager award winner 2019-2020
- BerganKDV Wealth Management, LLC Ranked #230 in Financial Advisor’s Annual RIA Ranking
- BerganKDV Wealth Management, LLC Ranked #27 in Accounting Today Top Accounting Firms by AUM
Solutions for the Financial Complexities Created by Your Success
Managing your wealth effectively is one of the most meaningful responsibilities you can undertake on behalf of yourself and your family. It can also be one of the most complex, requiring insights into a variety of financial, investment, and risk management strategies and products — not to mention, continually changing tax laws.
At BerganKDV, we recognize that there are many investment and wealth management solutions, appropriate for a wide range of needs. Our philosophy is to find and customize the strategies that work best for you, based on a detailed understanding of your needs and other factors. One aspect that makes us different from many firms is that because we grew out of a CPA firm, our solutions seamlessly combine sound investment principles with tax-advantaged investment strategies.
Our expert team includes both Chartered Financial Analysts as well as CERTIFIED FINANCIAL PLANNER™ practitioners, allowing us to go far beyond basic investment strategies. Whether you’re looking to plan for retirement, fund a child’s education, or build a legacy for your heirs, we’re here to guide you every step of the way. Our comprehensive wealth management solutions address the five pillars of your financial well-being:
- Financial Planning
- Investment Planning
- Risk Management & Insurance
- Estates & Trusts
- Tax Planning & Coordination