At Berknell, we give Advice With You In Mind™. We are financial planners and partners to individuals, families, business owners, professional athletes and entertainers on the accumulation, managing and efficient transferring of the wealth needed to meet their goals.
Clear Vision & Direction
Whether you are beginning your financial journey or planning to end your working days, Berknell Financial Group believes that your goals deserve a firm that can help you with their manifestation. By using cutting-edge technology, proven investment strategies and behavioral coaching, we seek to help you design your wealth on your terms.
A fiduciary that helps to bring your vision to life
Our mission is simple: we are here to give you solutions with your best interest in mind. We know that this is often said in the wealth management industry, but our intention has been evident in the infrastructure of our firm since our inception.
With this approach, we’re able to build plans that speak to the vision of your life and encourage hope in the future. Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.
We are a solutions-based practice.
Through our Wealth Bridge™, Private Client Groups, and Berknell Athletes we offer the following services for the young professional, growing family or seasoned investor.
comprehensive financial planning
Dasarte Yarnway named as one of Investment News 40 Under 40.The InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, our editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise.
Berknell Athletes™ was made public.Berknell Athletes™ is dedicated to serving and simplifying the complex needs of professional athletes and entertainers.
The Wealth Bridge client group was established.At Berknell, we realize the value of having a partner alongside you no matter what stages of your financial journey that you’re in.
Young Money: 4 Proven Actions to Designer Your Wealth was published by Berrett-Koehler Publishers.Turn Time into Money! If you're under 40, you may not have a lot of money, but you're loaded with a valuable resource: time. It probably doesn't seem like it when you're looking at your student loan debt or scraping up rent money each month, but being young is the ultimate advantage when it comes to building wealth.
Berknell opened satellite office in San Francisco Bay Area
Dating Benji: Straight Talk on Improving Your Relationship was self-published. Peaked at #84 in Amazon’s Top 100 books for personal finance.What happens when the love in our intimate relationships is lost? Sometimes it can be extremely hard to get it back. Meet Benji. Contrary to our romantic relationships, the relationship that you have with Benji can always be improved - that is, if you want it to be. Dating Benji: Straight Talk on Improving Your Relationship with Money draws parallels from our romantic relationships to our relationship with money.
On January 4th of 2016, we opened our doors for business,
Filed for Articles of Organization to Incorporate Berknell Financial Group
Pay Me In Equity: A Millennial Guide to Understanding Equity Compensation | Part I: Pay Me In Equity
Part I discusses different types of equity and why it is important for tech professionals.
We’ve been fooled: equity is far more than we think it is. Pay Me In Equity, segmented in four parts, educates the under forty professional on understanding the details of the employer-sponsored plans while offering advice to anyone who seeks to design their wealth through growing their “personal equity.