 We established Berkeley, Inc.’s business philosophy and services from a general dissatisfaction with the way things are typically done in the financial services industry. Founded in 1996, our firm is a Registered Investment Advisor, registered with the Securities and Exchange Commission (SEC) and located in Boise, Idaho. Our experienced team includes four professional Financial Advisors (see advisor/staff), and full back office support.
We are a “fee-only,” advisor—we sell no products, receive no fees, rebates, kick-backs, soft dollars or other incentives. Our only source of revenue is the fee paid directly by you. This minimizes conflicts of interest. For example, when we are working on your plan, if we determine that you need more life and/or disability insurance, we base this on logic and not by commissions paid for selling products.
We are a proud member of the National Association of Personal Financial Advisors (NAPFA; www.napfa.org), an association of about 1100 fee-only advisors across the country.
Berkeley, Inc. is an Accredited Business with the Better Business Bureau (BBB); please go to www.bbb.org to get more information on the BBB. The BBB’s mission is to create a community of trustworthy businesses, and providing objective information on those businesses to consumers. Further, the BBB provides a third-party means of communicating and resolving consumer complaints with businesses. We wholeheartedly believe in the BBB, and are proud to be actively involved with this organization.
We work hard to earn and keep your trust. We carefully guard your confidential information and do not talk about you outside of the office unless you provide explicit permission to discuss your matters with your CPA, attorney or other trusted professional. |