Our WealthForge Team
How We Work
FPA’s WealthForge Team was founded on the belief that today’s financial services industry has become increasingly complex — and that investors deserve more than the traditional approach. With more than five decades of combined industry experience, our select team is relentlessly focused on helping clients succeed through a disciplined, all-weather strategy.
By working collaboratively, we bring both broad perspective and specialized expertise to every client relationship, allowing us to deliver highly personalized strategies for a select group of dedicated clients. While we are not all things to all people, we are deeply accomplished in the areas that matter most: bespoke asset management, tax planning, financial planning, estate planning, and intergenerational wealth transfer strategies.
We’re here to forge wealth with and for our clients.
David J. Berkeihiser, CFP®, ChFC®, AEP®, CFS®
Wealth Advisor and Partner
