WELCOME
Bera Wealth Advisors tailors each client financial plan to effectively organize and manage wealth and educate individuals and families on decision making for their best balance of spending and saving. We engage with our clients to create a proactive plan for cash flow management, investments, risk management, and planning for education, retirement, and legacy. Bera Wealth Advisors puts clients in command of their future with objectivity, analysis, and expertise.
AWARDS AND RECOGNITION
Bera Wealth is being rewarded by Forbes for Best-In-State Wealth Management Teams for 2025, which includes the Partners: Heath Johnson, Chrys Kanos, Spencer Schulz and Evan Hammond as well as their teams.
Forbes Best-In-State Wealth Management Teams (January 2025), Research & ranking provided by SHOOK ® Research, LLC – Based upon data as of 03/31/24. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.