Berardi, Auteri & Fitzgerald, LLP

our mission our mission is to help our clients understand what they want to accomplish from both a personal and business planning perspective, in essence we help our clients crystallize their lifelong goals and objectives; and then we take responsibility for getting the job done right by getting our clients to take action. our practice utilizes a client-centered planning process which involves designing and implementing customized financial planning, estate planning, and business exit planning solutions coupled with unparalleled service. our vision we are a referral only financial planning, estate planning and business exit planning practice, with clients in 17 states. we are committed to building long-term client-centered relationships by providing our high net worth clients with customized state-of-art advisory solutions, coupled with unparalleled service. in order to provide our clients’ with the best of planning services, our practice employs a team approach with other advisors. we