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BerganKDV

What's it like to have BerganKDV
Wealth Management on your side? 

Learn More

Hi, we're BerganKDV
Wealth Management, LLC

It's customary to tell you all about us in this portion of our website. If we were going to do that, we'd tell you about how we were born out of a traditional CPA firm and we focus on marrying investment management, tax planning, risk management and estate planning.

But, you know what we're more interested in? Learning about you, how we can help you plan for the future, but also make the most out of your life today.

Contact an Advisor!

Create an investment plan to achieve your goals

Answer a few short questions, choose your objective and go through the steps to get a better understanding of how to create an investment plan to help you accomplish goals.

Create Your Plan

We solve the financial complexities
created by your success.

Financial success creates complexities.  BerganKDV is here to help our clients navigate those complexities. Learn what it’s like to work with BerganKDV Wealth Management.
Check the background of this firm on FINRA’s BrokerCheck.

Individual & Family Solutions

Financial planning

Financial Planning

Investment Strategy

Investment Management

Risk Managemnt Insuarance

Risk Management & Insurance

Tax Audit Accounting

Tax Planning

Estate Trust planning

Estate & Trust Planning 

Family office

Family Office

Business Solutions

401k retirement plan advisory

401(k) & Retirement
Plan Advisory

Business Transition planning

Business Transition
Planning

Endowments Foundations

Endowments &
Foundations

Lifewise

Workplace Financial
Wellness

Our Team

Here are a few friendly faces from our team!

View the wealth management team

M Cosgriff_MF_624x624

Matt Cosgriff

Wealth Management Solutions Leader

As the wealth management solutions leader, Matt works to ensure the proper mix of products and services are available to deliver on the firm’s mission to create wow client experiences across all markets in the firm.

Paul-Radeke_MF_624x624

Paul Radeke

Partner

Paul serves as the relationship manager focused on bringing together a client’s financial world. He specializes in financial and estate planning, accounting, investments and insurance.

Blog Becca Oelrich

Becca Oelrich

Wealth Advisor

Becca specializes in wealth management, financial planning, retirement planning, education planning, and life and disability insurance. With extensive experience in insurance and financial services, clients can count on Becca to help them build and update financial plans and reach their goals.

Angela Thomas

Angela Thomas

Wealth Advisor

Angie helps clients with financial planning, investment strategies, risk management and insurance, and estate planning. Her clients appreciate her big picture thinking and her ability to explain technical terms and practices in an easy to understand way.

From Our Blog

Navigating the Critical Planning Events Before and After Retirement Read more >
Saving is Sexy Again: Seeing Your Savings Account in a Different Light in 2019 Read more >
Wealth Management Quarterly Update - January 2019 Read more >

Contemplating a change?

If you’re looking for a true partner to help you meet your financial goals, consider BerganKDV Wealth Management. Whether you’re looking to fund a child’s education, plan for retirement or build a legacy for your heirs, we’re here to guide you through the process.

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