A complete list of active advisors currently associated with Berkshire Money Management, Inc.
Warmer can help you find a great advisor at Berkshire Money Management, Inc. or one who fits your needs even better.
Berkshire Money Management is an SEC-registered advisory firm with a team of 10 advisors serving individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides portfolio management, financial planning and consulting, as well as targeted services such as college planning and coordination of tax preparation and trust administration through third-party providers. BMM structures discretionary portfolios around each client’s stated goals and risk profile, using macroeconomic indicators to guide asset allocation and favoring no-load or load-waived mutual funds and ETFs while also employing individual equities and fixed-income securities when appropriate. Accounts are reviewed at least quarterly, clients may impose written investment restrictions, and custody and execution services are provided through major custodians with institutional support tools for reporting and trade execution. Compared with many peers, BMM’s marketing and referral practices are atypical: the firm uses endorsements and client testimonials, advertises third‑party ratings through a paid Directory Program (Wealthtender), and participates in referral arrangements that can create financial incentives. The firm is also a licensed insurance producer with appointed agents, maintains an affiliated business consultancy (10,001 Hours), offers a fixed-fee college planning product, and refers clients to an unaffiliated corporate trustee (Bridgeford Trust Company) and tax-preparation providers from which it receives a portion of fees.
To learn more about the advisors currently working at Berkshire Money Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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