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Company Overview

Bera Wealth Advisors
Old Norse | verb
:to bear, to carry

The name of our firm is rooted in our commitment to service. From old Norse, the word “bera” means to carry or bear a burden. This is a reference not only to our stewardship of the assets entrusted to us but our deeper responsibility to the hopes and aspirations of our clients. We stand with them in the face of uncertainty and serve them through clear, thoughtful advisement and execution.



We serve our clients through diligent, detail-oriented communications and execution.


We set ourselves apart from our competition by working harder and taking joy in the work itself.


We earn our clients’ trust through genuine connection with them and deep knowledge of their circumstances and needs.


Our client relationships are defined by truth, transparency and the willingness to advocate for the right decision, even when it is hard.