We are a solutions-based practice.

As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we’re able to deliver recommendations that solely serve your best interests. There’s a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.

Explore the different scenarios you might find yourself in — and the solutions we would recommend.

You need some hands-on guidance on which investment strategies are right for you.
Investment Management

Accomplish your short- and long-term objectives with an investment portfolio tailored according to your unique risk profile.

You’re in the middle of your career, just started a family and/or have assets all over the place that need some organization.
Financial Planning

We'll help you make sense of your financial life. Through our discovery process, we'll build a plan that can provide your the clarity that you deserve.

You’ve recently started your own business or are a higher income earner and want to make sure you’re staying ahead of any future tax liabilities.
Tax Planning

Feel confident once filing season comes around with a strategic tax planning approach that keeps your numbers in order so no detail falls through the cracks.

Now that you’re getting older or have just started a family, you want to create or review your current estate to make sure that your wishes are met and your assets are protected.
Estate Planning

Berknell's in-house counsel will draft an multi-faceted estate plan that will make sure that you have control of your assets in the event of the untimely.

“Set your mind
on a definite goal and observe how quickly the world stands aside to let you pass.”- Napoleon Hill

We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence.

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.

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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.