Planning for your Future

Solid Financial Strength take Proper Planning

Planning for your Families Future

Planning for Non-traditional Couples

Financial Planning for Single Parents
Financial Planning for Couples
Financial Planning for Retirement

Our Client First Promise

Berger Wealth Management, LLC, formerly Halcyon Wealth Management, is a fee-only financial planning firm located in Peachtree City, Georgia, serving the surrounding Atlanta area. As a fee-only firm, the firm is not paid commissions, does not accept fees of any kind from any product providers, and does not sell any insurance products. Being a fiduciary means being a true advocate for the client….it is our duty to always put the client’s interests first.

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Featured in:

  • Investment Management

    Berger Wealth Management believes in a passive, long-term approach to investing. More of your money works for you with no commissions, less trade costs, lower fund expenses. See what approach Berger Wealth Management will take to manage your wealth.

    Investment Management
  • Financial Planning

    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. See which areas Berger Wealth Management can help.

    Financial Planning
  • Non-traditional Couples

    Did you know that it can cost a non-traditional couple hundreds of thousands of dollars more over their lifetime than a traditional married couple?! See how Berger Wealth Management can preserve your wealth.

    Non-traditional Couples

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Why choose Berger Wealth Management?

Carol C. Berger, CFP®, the firm’s founder and sole owner, provides comprehensive financial planning and investment management services to individuals and couples – both traditional and non-traditional. The firm also manages trusts and can provide investment management services to non-profit organizations.

If you want a large firm with fancy offices, then Berger Wealth Management isn’t for you. (Hey, to each his own.) But if you want to work exclusively with one advisor and get personalized service and the attention you deserve, then consider Berger Wealth Management.

Key areas of focus included in comprehensive planning/wealth management:

  • Investment management
  • Cash flow analysis
  • Risk management and insurance planning
  • Tax planning
  • Retirement planning
  • Estate planning

Berger Wealth Management will strive to…..

  • help grow your wealth, preserve and protect that wealth
  • assist you in achieving your life goals
  • offer objective, unbiased advice in a truly non-judgmental way

What does it mean to work with a Fee-Only Planner?

  • NO commissions, NO hidden fees of any kind, NO selling of any insurance products
  • RiAFiduciary duty to always put the client’s interests first, a true advocate for the client
  • “RIA” means I am registered with the state of Georgia. (Registration does not mean a government agency approves an advisor or reviews their qualifications.)
  • Complete confidentiality
  • Total transparency