Bergin Financial Group

EST. AUM
$100,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area San Antonio
CRD Number
Website bergininvest.com
Client types

Overview

Bergin Financial Group is a Boerne, Texas-based independent financial advisory firm founded by Kirk Bergin, a fiduciary portfolio manager and financial strategist with over three decades of industry experience. The firm operates through two entities — Bergin Investment Management LLC (advisory services, delivered as IARs of J.W. Cole Advisors, Inc.) and Bergin Financial Group, Inc. (insurance products and services) — and delivers comprehensive financial planning across five core service disciplines: investment management, retirement income planning, insurance solutions, estate and legacy planning, and tax mitigation. Operating as a family-run fiduciary practice, Kirk Bergin is joined by sons Chase and Trevor Bergin, along with specialists in insurance, Medicare advisory, and client services, serving individual and family clients throughout the Texas Hill Country and greater San Antonio region. The firm employs a proprietary GPA and Risk Management scoring system to construct and manage individualized investment portfolios tailored to each client's specific objectives and risk tolerance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Bergin Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company