Our Vision

At Berardi, Auteri & Associates LLP we work with our clients in an effort to help them achieve their dreams and establish a perpetual legacy.  This is our passion!

 Berardi, Auteri & Associates LLP is dedicated to building long-term client centered relationships and provides strategic financial solutions in order to help clients maximize, coordinate, conserve, utilize and distribute wealth.  Berardi, Auteri & Associates LLP strives to be a leading wealth management and estate planning practice in the DelawareValley.

Core Competencies

Our firm uses a process driven planning model to approach and engage financially responsible individuals in an effort to implement client centered planning strategies, thus enabling clients to maximize the potential of their wealth.

Our firm’s clients include individuals, small businesses, corporations, partnerships and non-profit institutions.  The firm’s services include wealth creation and estate maximization strategies as well as institutional money management strategies.  These strategies are broken into two unique process driven models, which include;

·        The Lifetime Economic Acceleration Process (LEAP)

·        The Financial and Estate Planning Process (Fee Based)

Our firm’s institutional money management strategies are provided by, Brinker Capital, The Advest Group, Independent Advisers Group and SEI Investments.