Bill Berg, CFP®
Helping Successful Families Retire with Clarity, Confidence & Control
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Serving Clients Nationwide
Helping Successful Families Retire with Clarity, Confidence & Control
Areas of Focus
- Estate Planning
- Financial Life Planning
- Giving
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Bill Berg, CFP®
Bill Berg, CFP® is a CERTIFIED FINANCIAL PLANNER™ with nearly a decade of experience helping clients navigate the complexities of their financial lives. At Obsidian Wealth Advisors, Bill specializes in working with high-earning, mid- to late-career professionals who want to simplify, optimize, and gain clarity around their financial futures.Known for his thoughtful, relationship-driven approach, Bill builds long-term connections that often feel more like family than clients. He believes that paying close attention to the details—those “little things” others might overlook—can lead to meaningful results over time.
A New Jersey native, Bill grew up in Brick and now lives in Toms River with his wife, Shelly, and their golden retriever, Sadie. When he’s not working with clients, you’ll find him at Apache CrossFit, cheering on the Yankees or Jets, or enjoying a day at the beach with family and friends.
A Note from Bill:
I help individuals and couples approaching retirement create clear, tax-efficient plans and manage their portfolios so they can enjoy their next chapter with confidence. My approach focuses on retirement income planning, strategic tax management, and investment strategies tailored to each client’s goals. I aim to simplify the complex decisions around Social Security, withdrawals, and taxes so clients can focus on living the life they’ve planned.
If you’re thinking about retirement or want to ensure your wealth works as hard as you do, let’s connect.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- The AGC
Primary Location
4000 Route 66, Suite 123B, Tinton Falls, NJ 07753
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory meeting. Our initial meeting, which generally runs about 45 minutes, is offered at no cost. We affectionately call this the “kick the tires” meeting in which both parties can see if working together is a good fit. During this meeting we will work to understand your general financial picture and goals in working with an advisor. It is generally helpful for us to have your objective financial information in advance of this meeting. I look forward to speaking with you.Offers Investment Management
Yes
About Obsidian Wealth Advisors
At Obsidian Wealth Advisors, we strive to provide financial advice and planning strategies that align with your goals. We believe that each stage of your life should not only be a phase of financial security but a period of unparalleled freedom and fulfillment, especially in retirement. We’re committed to understanding your interests and values, and helping you attain the financial freedom to achieve what you love.Obsidian Wealth Advisors was founded in June, 2024. Jeff Artherholt, CFP® and Steve Curry, CFP®, having worked together for 15 years, envisioned a firm that focused on financial planning with the core belief that the plan always drives the portfolio and never the other way around. By anchoring one’s financial decisions in the plan, clients are better suited to make decisions which improve their probability of success.
In 2022 Bill Berg, CFP® joined the firm and has since become an integral part of their team. Jeff, Steve and Bill are each about 10 years apart in age, which has proven to be a major asset for their clients by allowing for unique perspectives and a strong continuity plan.
Obsidian, a powerful and protective stone, is known to bring clarity and provide a strong foundation for growth. It symbolizes our solid commitment to serving our clients and providing them with customized financial advice. We encourage our clients to envision their desired outcome and dream big when outlining their goals and developing their plans.
Education
Rowan University, Bachelor of Science - BS, Finance, General
Hobbies and Interests
- Beach
- Family
- Sports
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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