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Personal Wealth Services

Every individual’s financial picture is a complex web of interweaving elements. Our personal wealth service team includes financial, accounting, trust and estate, tax, and management experts who recognize the subtleties and connect the pathways of this intricate relationship.

Perhaps most important, we’re totally independent. Unlike other accounting firms across the country, we sell no product, do not manage assets, and earn no compensation or referral fees from any other source. We are truly independent so you can expect advice from us that comes with you, and only you, in mind.

With Berdon you are fully covered:

Big picture thinking: We immerse ourselves in your big picture to make well reasoned recommendations that fit your goals and aspirations for managing, growing, and transferring your wealth.

Bringing your whole financial picture together: Berdon works closely with your attorneys, investment advisors, insurance specialists, and others to ensure that your planning is fully coordinated and in tune with your needs and goals. Our goal is to serve as the quarterback of your advisory team.

Personal business management: For executives, retirees, professional athletes, and anyone caught up in the details of life, we can make your life easier. From bill paying, budgeting, and record keeping to managing the details of multiple residences and leasing cars, boats and aircraft, our in house team gives you back precious time and peace of mind.

Flexible service: We can take on an entire array of business and personal wealth responsibilities or only those you select. It’s all up to you.

Our comprehensive suite of services include:

Cash Management

Estate | Gift | Trust Planning

Family Office


Personal Business Management

Personal Record Retention Guide

Retirement Planning

Tax Planning & Compliance

Learn more about Berdon’s Personal Wealth Services.

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