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:
