SEC CRD #801-131830
Home - Berman McAleer You are using an outdated browser. Please upgrade your browser to improve your experience. Toggle navigation Berman McAleer About Us Berman McAleer is a nationally recognized independent financial planning and wealth management firm.* Our advisors develop comprehensive solutions and portfolios to meet the unique needs of high-net-worth individuals, families and closely held businesses. Meet Our Team Maryland 9690 Deereco Road ● Suite 800 Timonium, MD 21093 New York 475 Park Avenue South ● Suite 2100 New York, NY 10016 Florida 150 E Palmetto Park Road ● Suite 800 Boca Raton, FL 33432 The Berman McAleer Difference While prospective clients often cite our investment process and results when engaging us, it is our advisors’ purposeful commitment to financial planning that sets us apart. It is no accident that most of our relationships are measured in decades. Our retention rate exceeds the industry average by a wide margin, and we feel it s because we listen. Let us share what makes us different. Core Values Fiduciary Promise Transparency Highly Selective Team Approach Principles matter at Berman McAleer. Every decision we make is guided by our core values of Trust, Respect and Fulfillment. These may sound like clichés, but get to know us and you will understand how seriously we take them. Trust is the foundation of every successful relationship. We understand how long it takes to earn, and how quickly it can be lost. Respect means meeting people where they
WILLIAM F. BRUNS III
CCO
📞 (410) 560-9960
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AUM
$1.8B
Check Size
$1.5M–$1.5M
Location
TIMONIUM, MD
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