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Wmg Financial Advisors, LLC

EST. AUM
$693,797,657

CONTACTS
1

CLIENT ACCOUNTS
1,654

Firm Details

Metro area Knoxville
CRD Number 285824
Website wmgfinancialadvisors.com
Client types

Overview

WMG Financial Advisors, LLC is a Knoxville-based RIA offering fee-for-service financial planning, portfolio management, and pension consulting. Founded in 2004 and led by Dieter W. Bergner, the firm supports individuals, high-net-worth clients, businesses, and institutional clients with customized advisory strategies. Clients receive an Investment Policy Statement tailored to their goals and risk tolerance. WMG’s service model blends fiduciary-driven investment oversight with flexible fee structures under the Assured management and operational backbone.

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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