About
Our Mission
Empower Clients To Make Informed Financial Decisions
We Provide Comprehensive ADVICE, GUIDANCE & COUNSELING…
to EDUCATE and EMPOWER our clients…
to make INFORMED financial decisions…
so they can pursue their goals and live a fulfilling life.
Motivated by a passion...
…for financial planning, we founded Beratung Advisors in 2016 to empower clients to make informed financial decisions in order to live fulfilling lives.
Our name, “Beratung,” is the German word for advice, guidance, or consultation. It reflects our belief that financial planning should be a collaborative process.
We chose a lighthouse for our logo to represent the guidance we provide for our clients. As a lighthouse guides ships through uncertain waters to the harbor, we strive to guide our clients from financial uncertainty towards their financial goals.
Our Core Values
Beratung Advisors was established as a Christian based company.
Our founder’s faith and beliefs are the root of how we operate and shapes our culture and our core values.
Our Vision
To be the premier financial planning team in Western PA.
We will strive to achieve our vision by owning the 412 over the next 10 years which is:
Our Why
To educate and empower people so that they can pursue their goals and live a fulfilling life.
Our Services
We believe that every person should have a comprehensive financial plan to help pursue their life goals. We also believe that the educated client is our best client and we strive to educate our clients about the strengths and challenges of their financial plan. This is why we chose the name Beratung [ba-rah-tung], which is German for Advice, Guidance, and Consultation.
We help clients create personalized comprehensive financial plans to help them to pursue their financial goals. We can walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions. We focus in the following financial planning areas:
The Beratung Difference
Our 3 Uniques
1. Peer to Peer Review
2. Subscription-Based Financial Planning
3. Interactive Technology Experience
Our Brand Promise
A Financial Plan for Every Client
Many companies may do one of our 3 Uniques, some may do two of our 3 Uniques, but few do all three like we do.
1. Peer to Peer Review
We believe your financial plan is too important to have only 1 CFP® Professional helping you build it.
Our Peer To Peer Review Process is where we work together as a team of CFP® Professionals to present your plan to our team.
Together, we create strategies and discover obstacles that we might not have on our own, because we believe that two heads are better than one and when three or more are gathered the results are exponentially greater.
We believe this creates better plans for our clients.
2. Subscription-Based
Financial Planning
We believe every person should have a financial plan, but not all of our clients’ need investment management services.
At our firm you can choose to pay for financial planning without investment management which we believe is our biggest differentiator.
Many firms require you to use them for investment management to receive financial planning. This stops access to holistic financial planning for clients that choose to do their own investments or use investment services we do not provide such as investing in real estate, investing in private businesses or commodities to name a few.
3. Interactive Technology Experience
We believe you shouldn’t have to wait for your financial planner to return your call or wait until business hours to see how your financial plan is doing.
Gain clarity whenever you want with 24/7, on-demand access to your secure client portal. Our client portal keeps your plan up to date with secure connections to all your financial institutions and your action steps to implement.
