Berman McAleer

Berman McAleer is an independent wealth management firm based in Maryland. As an ensemble practice, the firm focuses on the total financial well-being of select families. With a team of experienced advisors, Berman McAleer manages over $1.1 billion in assets for 412 clients. The firm has a dedicated client base of high-net-worth families and their closely-held businesses. Berman McAleer provides comprehensive financial planning services tailored to its clients' needs. Their team collaborates closely to deliver a high level of expertise and exceptional service. The firm boasts a 30-year history of successfully managing its clients' wealth. Berman McAleer operates on a referral-only basis, carefully selecting only a select number of new clients annually. This approach allows them to provide personalized attention and dedicated service to each client. Berman McAleer is located in Maryland with an additional office in New York. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Berman McAleer, LLC.