Berger Financial Group, Inc.
Berger Financial Group, Inc. is a Plymouth, Minnesota-based registered investment adviser founded over 42 years ago. The firm offers comprehensive wealth management, financial planning, portfolio management, and income tax planning services. With more than 60 employees, including financial planners and CPAs, Berger Financial Group serves retail investors, families, and high-net-worth individuals. Its unique value is a tax-efficient, collaborative planning approach that integrates investment and tax strategies to help clients achieve long-term financial success.
Investment Strategy
Berger Financial Group focuses on providing comprehensive, tax-efficient financial planning and asset management tailored to individual client goals. The firm employs a personalized process that integrates investment management, financial planning, retirement, estate, and income tax planning. Investments typically include stocks, bonds, mutual funds, ETFs, and options. Berger is usually granted discretionary authority to manage client accounts, and places an emphasis on aligning financial strategies with both short-term needs and long-term prosperity. The firm’s approach actively incorporates experienced planners and CPAs to implement multi-year financial and tax solutions, setting it apart from traditional advisers.
Top Holdings
Equity Positions (427)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB STRATEGIC TR | 4.99% | $83.5M | 3,057,211 | $26.07 | $27.30 | +$3.3M |
P PJFG | PGIM ETF TR | 4.78% | $79.9M | 724,408 | $61.47 | $110.32 | +$5.4M |
S SCHG | SCHWAB STRATEGIC TR | 4.33% | $72.4M | 2,267,841 | $20.37 | $31.91 | +$6.0M |
J JBND | J P MORGAN EXCHANGE TRADED F | 4.16% | $69.6M | 1,285,301 | $52.11 | $54.16 | +$1.7M |
S SCHX | SCHWAB STRATEGIC TR | 3.72% | $62.3M | 2,363,403 | $18.25 | $26.34 | +$5.8M |
Options Positions (6)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | — | Put | $1.5M | 25 | $612.38 | $538.81 | 0 | +$110.9K |
E EFA | ISHARES TR | New | Call | $280.1K | 30 | $93.37 | $93.37 | +30 | +$280.1K |
S SLV | ISHARES SILVER TR | New | Call | $233.0K | 55 | $42.37 | $42.37 | +55 | +$233.0K |
U UNH | UNITEDHEALTH GROUP INC | Sold | Call | $138.1K | 4 | $345.30 | $311.97 | -150.25 | -$4.7M |
X XLI | SELECT SECTOR SPDR TR | New | Call | $108.0K | 7 | $154.23 | $154.23 | +7 | +$108.0K |