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Wealth starts with you. 

Let's design it, together. 

I am ready to build wealth

Set your mind on a definite goal, and watch how quickly the universe steps aside to let you pass.

lighthouse

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.






Clear Vision & Direction

Through our Wealth BridgeTM and Private Client Groups, we offer comprehensive financial planning, investment management, estate planning and tax solutions for the young professional, growing family or seasoned investor. Whether you are beginning your financial journey or planning to end your work- ing 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.

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