Our Mission: Clear, Simple, and Intentional
Our mission is straightforward but deeply meaningful:
Advice, Guidance, and Counsel—The Heart of Beratung
The word “Beratung” in German means advice, guidance, and counsel—three distinct but interconnected ideas that form the core of our approach.
Decisions Are Everywhere—But Are They Informed?
Every single day, we make financial decisions, whether we realize it or not.
- Do you stop for breakfast on the way to work or eat at home?
- Do you pack a lunch or go out to eat?
- Do you subscribe to a new service or cancel one?
- Do you take the highway or a backroad, impacting fuel efficiency?
Money Is Just a Tool—A Means to a Fulfilling Life
At the heart of our mission is this belief:
Money is just a tool.
It’s not about accumulating wealth for the sake of wealth. It’s about leveraging money to build the life you’re called to live.
When Our Clients Win, We Win
Success for Beratung Advisors isn’t measured in assets under management or the number of clients we serve.
The Hour That Changes Everything
The question I am sitting with this week is the same question Mark gave Matt. The same question I want to leave with every leader reading this. Are you devoting one hour of prayer with God daily?
Affirmation Statements: The Leadership Superpower I’ve Practiced for Nineteen Years
Documents on a shelf do not change you. You need a daily practice that turns those documents into who you are today.
That practice, for me, has been affirmation statements. I will tell you up front: outside of my faith life, this is the single leadership habit that has made the biggest difference in who I have become. Nineteen years of practice. I do not skip it. And I want to give it to you.
What Whitewater Rafting Taught Me About Leading a Team
I just finished whitewater rafting on the Upper Yough with my integrator, Timothy. Once a quarter, he and I block off an entire day for
Yinz Seen These Gas Prices?
Gas prices are not nothing. They are also not the emergency the sign at the corner makes them feel like. Run the math on the actual trip. Decide what you can cut that does not blink at you from the side of the road. And get to Deep Creek if Deep Creek is where the people you love are.
Did Yinz Know Your Spouse Might Not Be a DIY Investor?
Many people proudly manage their own investments. They enjoy the process, understand the strategies, and feel confident about the choices they’re making. But here’s something most do-it-yourself investors often overlook: just because you’re comfortable managing your portfolio doesn’t mean your spouse feels the same way.
Over the years, I’ve seen this play out in countless client meetings. And the reality is, the “DIY” approach works well—until it doesn’t.
14 Lessons I Learned From My Dad
Fourteen years ago, on Thanksgiving Day, November 24th, 2011, my father was called home to be with God. Today would have been his 77th birthday.