THE COMPREHENSIVE WEALTH MANAGEMENT GROUP (CWMG)

CONNECT

Address:

600 WIllowbrook Lane, Suite 620
West Chester, PA 19382

Phone:

(610) 436-8500

Fax/Other:

(610) 436-9127

 David J. Berkeihiser, CFP®, ChFC®, AEP®, CFS

David J. Berkeihiser, CFP®, ChFC®, AEP®, CFS

CERTIFIED FINANCIAL PLANNER™ Professional

Two decades of experience in Financial Planning and Investment Management has given to David Berkeihiser’s Clients. David is a founding member of The Comprehensive Wealth Management Group, an Elite Advisor with The Private Advisor Group (PAG) and a Registered Principal with LPL Financial.  

David’s philosophy is disarmingly simple - “If you put the client first in every circumstance everything else will work itself out”. A First Class customer service experience is and always has been the foundation of his practice. David specializes in assisting his clients with strategies in the areas of Financial Planning, Wealth Management, Estate Planning, Insurance Analysis, and Tax Optimization both before and throughout retirement.

Affiliations-

  • LPL Financial (LPL)
  • Private Advisor Group (PAG)
  • The Comprehensive Wealth Management Group (CWMG)

Recognition-

  • Recognized in Philadelphia Magazine as one of the Philadelphia Area’s “5 Star Professionals” (2012-2017)*
  • An Experienced Financial Advisor with Private Advisor Group which was named by the Financial Times (The FT) as one of the Top 300 independent Registered Investment Advisors (RIAs) in the United States**

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of  2012-2017 Five Star Wealth Managers. 

** 2017 Financial Times 300 Top Registered Investment Advisers evaluates SEC registered investment advisers that reported at least $300 million in assets under management and were selected based on the following criteria: adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility

Education/Designations-

  • Bachelor’s Degree in Finance
  • Certified Financial Planner Professional (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Accredited Estate Planner (AEP®)
  • Certified Fund Specialist (CFS®)
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 7 - General Securities Representative Examination
  • Series 24 - General Securities Principal Examination

More about David...

Phone (610) 436-9134
Fax (610) 436-9127