Skip to main content

Helping families realize and connect their financial capacity to their daily lives.

Team photo


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.


Best of Charleston 2023
Best of Charleston 2022
Charleston's Choice Winner 2023
Million Dollar Round Table Member
Best of Mt. Pleasant

The Post and Courier Charleston's Choice 2023 for "Best Financial Planner" and "Best Investment Firm" is determined by reader votes. Participants do not pay to be considered but do pay marketing fees to the organization to promote the award.