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Berger Wealth Management, LLC

  • Financial Services
1029 Peachtree Parkway
Suite 272
Peachtree City, GA 30269
(770) 301-2801

About Us

Berger Wealth Management specializes in working with LGBT couples & individuals. BWM is a registered investment advisor in the state of Georgia serving the surrounding Atlanta area. I established the read more
  • About

    Berger Wealth Management specializes in working with LGBT couples & individuals. BWM is a registered investment advisor in the state of Georgia serving the surrounding Atlanta area. I established the firm with two things in mind – to provide objective, unbiased advice and to remove some of the complexities and stress from people’s lives.



    I am a CFP® professional and also hold the Accredited Domestic Partnership Advisor (ADPA) designation from the College for Financial Planning. This is the only designation specifically geared towards working with same-sex couples. I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and a LGBTBE certified business.




    Berger Wealth Management will develop a comprehensive financial plan based on your specific lifestyle, goals, spending, and assets. I will then help you to implement this plan. Your plan will include the following areas: Investment Management, Cash Flow Analysis, Risk Management, Retirement Planning, Estate Planning, and Tax Planning.




    Whether you are 20 years or 1 year from retirement, it is important to develop a plan and stick to it! It is also important to work with someone that truly understands your needs and with whom you feel comfortable. I offer a no-cost initial consultation. Please visit my website for more information or give me a call so that we can get started!

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  • Whom to Contact

    • Carol Berger