Berg Faircloth Investment Advisors

Daniel Faircloth is a financial advisor at Berg Faircloth Investment Advisors with a Series 65 credential and eight years of industry experience. His prior work includes roles at BDO LLP and Berg Faircloth and Company. In addition to advising, he provides accounting and legal services focused on financial accuracy and compliance. Berg Faircloth Investment Advisors offers discretionary portfolio management and financial planning to individuals, pension plans, and business entities. The firm integrates fundamental and cyclical analysis with both long- and short-term trading strategies, and combines investment management with accounting and tax advice through its affiliation with an accounting practice.

Ricky Faircloth is a financial advisor at Berg Faircloth Investment Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in various related businesses since 1980, including ownership of a tax preparation and accounting firm where he serves as a CPA. Additionally, he owns and operates a farm and real estate sales business in Virginia. Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental and cyclical analysis with both long- and short-term trading strategies across multiple asset classes and integrates tax and accounting advice through its affiliation with an accounting practice.