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Beacon Pointe Advisors - Warsaw

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area South Bend
CRD Number
Website beaconpointe.com
Client types

Overview

On August 1, 2025, Alderfer Bergen & Co. joined Beacon Pointe Advisors. Alderfer Bergen & Company is a Warsaw, Indiana–based RIA that provides personalized financial planning and wealth management services for individuals and families. The firm emphasizes a relationship-driven approach, focusing on building tailored portfolios, retirement strategies, estate and legacy planning, tax efficiency, insurance solutions, and education savings. Its advisors, including Alan S. Alderfer, CFP®, deliver fiduciary guidance with an emphasis on long-term client goals and financial independence.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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