A conservative approach to risk management and wealth preservation

Value statement

At The Mark/Berger Group, we believe every client has different needs and a unique story. Understanding and responding to those needs, while making your financial well-being our priority, is at the heart of all we do. Above all, we pride ourselves on our service. We put personal attention into building and managing a diversified portfolio fully customized to your circumstances, goals and feelings about risk.

Proud to be a national award-winning advisor

At The Mark Berger Group, we are very proud that Ira Mark was named a Barron’s Top 1,200 Advisor in 2018, 2017, 2016 and Forbes’ list of America’s Top Financial Advisors in 2017. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Ira!
  • Barron's Top 1,200 Advisors - 2019, 20182017, 2016
  • Forbes’ list of America’s Top Financial Advisors in 2017
  • Forbes/SHOOK Best-In-State Wealth Advisor – 2019


A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.


Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity and client service.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.