Client Center

Financial Planning

We can provide you with a broader financial perspective.

We understand how important it is to plan carefully and consider the whole picture when it comes to managing wealth. Our unique combination of wealth management and accounting expertise allows us to integrate these disciplines to give you a broader financial perspective beyond basic investment strategies.

Relationships you can count on.

When you work with us, you’ll quickly realize that we’re accessible, transparent and honest. Sure, we have the technical expertise available for our clients to meet their goals, and experts on hand with the right designations (Chartered Financial Analysts and Certified Financial Planners), but it’s our ability to be there for our clients at any time that really sets us apart.

Contemplating a change?

If you’re looking for a true partner to help you meet your financial goals, please consider BerganKDV Wealth Management, LLC. 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.