To us, our name and our logo are not just a set of words and a picture — they tell our brand story.
Our name, “Beratung,” is the German word for advice, guidance, or consultation. It reflects our belief that financial planning should be a collaborative process.
We chose a lighthouse for our logo to represent the guidance we provide for our clients. As a lighthouse guides ships through uncertain waters to the harbor, we strive to guide our clients from financial uncertainty towards their financial goals.
There is a cross and a lighthouse to represent the Christian principles we were founded on.
To us, our lighthouse in and of itself represents that we are a financial planning firm, not an investment management firm.
Beratung Advisors was established as a Christian based company.
Our founder's faith and beliefs are the root of how we operate and shapes our culture and our core values.
We believe that every person should have a comprehensive financial plan to help pursue their life goals. We also believe that the educated client is our best client and we strive to educate our clients about the strengths and challenges of their financial plan. This is why we chose the name Beratung [ba-rah-tung], which is German for Advice, Guidance, and Consultation.
We help clients create personalized comprehensive financial plans to help them to pursue their financial goals. We can walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions. We focus in the following financial planning areas:
Many companies may do one of our 3 Uniques, some may do two of our 3 Uniques, but few do all three like we do.
We believe a financial plan should reflect more than numbers. It should reflect what matters most to you.
Our Values Based Planning process begins by helping you identify your core values. These values become a framework for decision making and help guide the priorities within your financial plan.
When your financial decisions are aligned with what you value most, your plan becomes more intentional and meaningful.
We believe this creates financial plans that are not only effective, but deeply aligned with the life you want to live.
We believe every person should have a financial plan, but not all of our clients’ need investment management services.
At our firm you can choose to pay for financial planning without investment management which we believe is our biggest differentiator.
Many firms require you to use them for investment management to receive financial planning. This stops access to holistic financial planning for clients that choose to do their own investments or use investment services we do not provide such as investing in real estate, investing in private businesses or commodities to name a few.
We believe you shouldn't have to wait for your financial planner to return your call or wait until business hours to see how your financial plan is doing.
Gain clarity whenever you want with 24/7, on-demand access to your secure client portal. Our client portal keeps your plan up to date with secure connections to all your financial institutions and your action steps to implement.
Executive Vice President
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