At Berknell Financial Group, our business is centered around you. Your Chief Designer will act as a sounding board to help you illustrate your wealth design and will leverage his team of subject matter experts to make sure that your plan speaks to all of your goals.

We serve as your financial compass helping customize a plan to fit your goals


While we believe that the perfect plan is the one that you can stick to, we will reiterate the plan to make sure that it’s both feasible and realistic. We’ve created a culture and atmosphere that eliminates any potential negative feelings you have about money by showing you that there’s really nothing to be afraid of, even though there might be work to do.


We have worked hard to build the culture we have today, and every new member or preferred partner who joins us offers our clients even more value through their shared values, priorities, and vision. Culture is not something we take lightly, as we know that the only way our clients will be genuinely happy working with us is if every team member is aligned on the same principles.

Benefits of Working With Us

Easy to understand financial planning

We're not here to confuse you, nor impress you with financial jargon. In fact, we believe that the best teachers can simplify the subject matter so that all parties are able to understand it. In our engagement, you'll receive a financial plan, but more importantly, an executive summary that breaks down our recommendations for you in a way that will give the confidence to trust our implementation.

A central hub for all of your needs

Financial planning can be stressful because there are so many moving pieces. Through our holistic service offerings, we'll be able to leverage our team to implement most of your recommendations in-house. This quality full service approach makes your financial life much more convenient.

An empowering, educational experience

Through ongoing guidance and education, you’ll gain the confidence you need to make some of these decisions on your own. Of course, we’ll be here to guide you every step of the way, but throughout our partnership, we want to provide you with the knowledge and tools you need to manage your finances on your own as much as possible so you feel empowered to take control of your financial future.

We strive to exceed your expectations every day

While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.

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.

Let's Discuss Your Investments


About us

We’ve worked hard to build the culture we have today, and every new member or preferred partner who joins us offers our clients even more value through their shared values, priorities and vision.