Berman McAleer, LLC Employee Directory
Financial ServicesMaryland, United States11-50 Employees
Berman McAleer is an independent wealth management firm based in Maryland with an office in New York. We focus on the total financial well-being of select families that choose to partner with us. We care deeply about the personal and financial success of the clients we serve, and our decision-making reflects those priorities. We limit the number of new clients we accept each year, and have taken the unusual step of closing to new clients on three separate occasions. To keep our interests aligned with those of our clients, our advisors are salaried instead of being incentivized with production or asset-based goals, and we eschew the use of any proprietary products or accounts. _____________________________________________________________________________________ Investment Advisory Services offered through Berman McAleer, LLC d.b.a. Berman McAleer, a Registered Investment Adviser. Berman McAleer, LLC is independently owned and operated. For additional information about Berman McAleer please review our Form CRS: https://bit.ly/3GxjJVK. Insurance services offered through various unaffiliated insurance carriers. Berman McAleer, LLC does not provide or offer either tax or legal advice.
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