We Provide a One-Stop Solution in 5 Critical Areas:

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Concerned about optimizing your tax strategy? We offer proactive tax planning to maximize your savings before each tax period ends and into the future. We also prepare your annual tax return, eliminating the need for third-party services and reflecting the benefits of our ongoing planning work. 

Is managing your investment portfolio overwhelming? Or are you tired of doing it yourself? Perhaps you want to free up valuable time for your family or other interests? Our investment management approach helps by constructing diversified, low-cost, tax-aware portfolios aligned with your best interests. We monitor your investments daily and rebalance as needed to maintain your desired risk levels, helping ensure your portfolio remains on target toward your long-term goals. 

Are you navigating your financial journey without a clear plan and goals? We specialize in helping clients like you establish tailored financial goals and actionable plans to achieve them. Our dedicated support ensures you stay on track, providing accountability and guidance every step of the way.

Worried about securing your legacy and future care? We assist in planning for comprehensive estate plans that safeguard your assets and ensure provisions for long-term care, providing peace of mind for you and your loved ones. Our fee includes creation of key estate plan documents by licensed attorney resources. Estate plans are available and legally valid across all 50 U.S. states and the District of Columbia. These can also be updated on-demand as situations change, helping ensure documentation about your wishes keeps up with your busy and evolving life.

As a business owner, finding time to focus on your enterprise (instead of in it) can be challenging. With over 30 years of financial and operational experience, we provide comprehensive business consulting and support. Our service helps you concentrate on what you do best (like serving customers) while we facilitate the optimalization of your business's financial health. 

We know that your hard work, dedication, and service to others have achieved financial success for your family! However, we often find that successful families are stretched for time and can't always devote attention to these 5 primary areas in their financial lives. The mission of J Robert Bergmann Advisors(TM) is to provide a one-stop resource to address them all.