Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Brad Berg, Barron’s Top 1,200 Financial Advisors, 2021
  • Brad Berg, Forbes Best-in-State Wealth Advisors, 2019-2024
  • Brad Berg, Ameriprise Circle of Success, 2000-2023
  • Brad Berg, Ameriprise Circle of Success Diamond Ring, 2018

Community participation

We have a tradition of keeping a collection box for the holiday season, and donating school clothes to needy children through Clothes to Kids in Pinellas County.

Our photos

2 albums
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