Bertram Financial

bertram financial is dedicated to providing you with the most current and relevant financial planning information, tools, and opportunities available. as registered investment advisors, we have partnered with other professionals, including tax advisors, attorneys, money managers and business consultants, to offer comprehensive full circle planning strategies for couples, individuals, and businesses of all sizes. bertram financial advisor services, llc (“bertram financial”) is an investment advisory firm. information posted on bertram financials’ social media sites (“sites”) should not be construed as a recommendation by bertram financial, its principals, or personnel, as an offer to sell or solicitation to buy any securities or as personalized investment advice. if you are a bertram financial client and have questions or concerns that are specific to your account(s), please contact us directly. if you are not a- bertram financial client and would like more information about bertram