David J. Berkeihiser, CFP®, ChFC®, AEP®, CFS®
Wealth Advisor and Partner
Wealth often creates opportunity, but it also brings complexity. For more than 30 years, I have helped successful individuals, families, and business owners navigate that complexity by providing clear, independent guidance through changing markets, evolving tax laws, economic cycles, and major life transitions.
While financial markets are constantly evolving, the principles underlying successful wealth management remain remarkably consistent: thoughtful planning, disciplined decision-making, and a clear focus on long-term objectives. My role is to help clients maintain that perspective, cut through uncertainty, and make informed decisions that align with their values, priorities, and vision for the future.
As a Partner and Team Lead of the FPA WealthForge Team, I work alongside a dedicated group of professionals who specialize in serving clients with sophisticated wealth management needs. Our team-based approach allows us to deliver comprehensive advice that extends well beyond investment management. While we employ advanced portfolio construction and asset management strategies, we place equal emphasis on tax-efficient planning, retirement and financial planning, estate and legacy planning, charitable giving strategies, and the coordination of complex financial decisions.
I firmly believe that effective wealth management is not about managing individual accounts or solving isolated problems. It is about integrating every aspect of a family's financial life into a cohesive strategy designed to preserve wealth, capitalize on opportunities, and create a lasting legacy across generations. By leveraging the collective expertise of the FPA WealthForge Team and the broader resources of FPA Wealth Management, we help clients simplify complexity and gain the confidence that comes from having a coordinated plan.
After earning my Bachelor's Degree in Finance in 1995, I began my career with American Express Financial Advisors in West Chester, Pennsylvania. I later transitioned to an independent advisory model through LPL Financial, seeking a platform that would provide greater flexibility on behalf of my clients.
During my years with LPL Financial, I became a founding member and Partner of The Comprehensive Wealth Management Group (CWMG). In 2021, CWMG merged with FPA Wealth Management, bringing together two accomplished firms with a shared commitment to personalized advice, deep client relationships, and comprehensive wealth management. Today, our clients benefit from expanded resources, broader expertise, and a highly collaborative approach while continuing to receive the personalized guidance and attention they deserve.
Outside the office, I enjoy spending time with family and close friends and pursuing my passion for the outdoors through mountain biking, skiing, hiking, boating, kayaking, and fishing. Most of all, I treasure the opportunity to travel with my wife and two children, exploring new destinations and creating meaningful experiences together.
Educational & Professional Designations/Certifications
- Bachelor of Science in Finance
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant® (ChFC®)
- Accredited Estate Planner® (AEP®)
- Certified Fund Specialist® (CFS®)
Securities Registrations (held through LPL Financial)
- Series 7 - General Securities Representative
- Series 24 - General Securities Principal
- Series 63 - Uniform Securities Agent State Law
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.