Steve Berger

Office: 952.452.9064 | Email:
Financial Advisor | 2014-2017 Five Star Wealth Manager

Steve Berger

Office: 952.452.9064 | Email:


With over a decade of experience in the financial services industry, I provide comprehensive financial planning and wealth management services to individual clients, educators, and small businesses. By creating personalized retirement plans with the intention of providing life-long retirement income, I help my clients feel confident about their future.

My areas of expertise include investments, retirement and estate planning, working with ‘solopreneurs’ and small business owners, as well as comprehensive financial planning and wealth management for those in the education field.

Helping You Secure Your Financial Future in More Ways Than You Imagined…

But that is just the beginning.

You know a family budget is important, but haven’t found the time to put one into practice. You want to reap the benefits of a refinance, but aren’t sure what your best options are. You have come into a substantial inheritance but are uncertain how to proceed.

Even with the best intentions, you may simply not have the time or knowledge to manage all you finances in the manner you would like. Let me be part of the solution. I’m here to assist with a variety of your financial questions, transactions and time-saving tasks.

Private Client

  • Small Business
  • Comprehensive Financial & Retirement Planning
  • Portfolio Analysis & Investment Management
  • Fee-only Financial Plans
  • IRA & 401k Distribution Options


  • 403b Planning & Investments
  • Defined Benefit Plans (Pensions)
  • Income Replacement Plans

Small Business

  • Employee 401k & Investment Plans
  • Healthcare Planning

Additional Services

  • Income Tax Reporting
  • Mortgage Advice
  • Big Purchases
  • Liaison with Accountant
  • Inheritance Tax Planning
  • Family Budgeting
  • Expense Tracking
  • Life/Long-Term Care Insurance