Berknell Financial Launches Client Group for Young Professionals, Growing Families

The new client group is the firms first step in making quality advice accessible to all
 
 
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SAN FRANCISCO - Aug. 1, 2018 - PRLog -- Berknell Financial Group, a financial planning and investment management firm based in San Francisco, California is pleased to announce the opening of the Wealth Bridge™ Group, a low-cost retainer based service for young professionals and growing families.

The launch of the new client group aligns with the firms' long-term strategy to make financial planning accessible to all. "For years, the investment industry has been reserved for the ultra-high net-worth and for seasoned investors with six-figure account balances," says Dasarte Yarnway, Founder and Financial Advisor at Berknell, "We've decided to launch the Wealth Bridge™ client group to open up the services to those who care about their financial futures, but may be overlooked because of the dollar value of their accounts or current life stage." As the fiduciary standard becomes more popular in the financial services industry, Berknell sees value in its hybrid fee structure that can fit the needs of both baby boomers, growing families, and younger professionals.

Berknell underscores their value proposition, summarized in the firm's motto Advice With You In Mind™, by providing competitive fees, solutions-based advice and a fiduciary-based financial partnership. The new client group marks another milestone in Berknell's journey to establish itself as one of the nation's top boutique independent firms. The firm is currently bracing itself for its multi-city client seminar tour in 2019.

For more information, please visit www.berknell.com.

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About Berknell Financial Group: Berknell Financial Group is a financial planning and asset management firm. Through comprehensive, educational, and transparent wealth management, we serve our clients with tailored advice for their financial situations. For more information, please visit http://www.berknell.com.

Media Contact
Jonathan Frias-Gonzalez
***@berknell.com
800-218-1724
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