Berman McAleer currently manages more than $680 million in assets for 404 client families*.
Berman McAleer is an independent financial advisory and wealth management firm based in Baltimore, Maryland with an office in Manhattan. We focus on working with high-net-worth individuals and their families, as well as closely-held businesses.
We distinguish ourselves by making each client relationship a personal one. Our seven advisors work in teams, concentrating directly on the client’s individual needs. Through this lens, we identify a client’s goals and objectives so as to develop the most appropriate, comprehensive financial plan.
As an ensemble practice, Berman McAleer’s culture is collaborative. Our team of 20 professionals are experienced and dedicated to providing an exceptional client experience.
*As of 12/31/15. Represents individual family assets. Retirement plan assets total an additional $490 million through our affiliate, Justin Retirement Services LLC.