It starts with a plan

Your financial needs, goals and circumstances are unique to you. Through careful listening that comes only with years of experience and insight, we’ll help you articulate an achievable vision for your financial future and deliver a plan that instills peace and confidence in your ability to own it.

Inspired by sound investment philosophy

It’s about stewardship. We manage your money in the same way we manage our own – with a constant eye on costs and a responsible sensitivity to risk.  By replacing expensive mutual funds with our thoughtfully-designed custom portfolios, we work harder to ensure your money can too.

And the access clients deserve

Your path to wealth creation shouldn’t be limited by a cookie-cutter set of investment opportunities designed for the masses. Access to a wide array of  private market investments in addition to our equity and fixed income portfolios offer more choices for achieving your financial goals.

Business Owner Investors

Business Owners

As a business owner, you get an experienced team that takes a holistic view of your personal and professional finances to provide relevant guidance throughout the life of your business.  From recapitalizations and buyouts, to acquisitions and debt financing, we have the expertise and resources to help build your business and maximize your wealth.

Individuals & Families

We plan not just for your financial future but for the future of those you love.  Our process encompasses wealth transfer, tax and investment strategies designed to preserve your wealth and enhance your legacy across multiple generations.

Family Wealth

The Berkeley Difference

Meet Our Team

Michael C. Eddy

Founding Partner

Meet Mike

Dan Newberg, CFP

Partner and Chief Compliance Officer

Meet Dan

Ilana Bloch

Operations Manager

Meet Ilana

Tony Palazzo, CFA

President & Partner

Meet Tony

Charles Barry

Senior Investment Officer

Meet Charlie

Chris Eddy, CFP

Vice President & Partner

Meet Chris

Michael Brown

Partner, Senior Investment Advisor

Meet Michael

Stuart Blewett

Investment Officer

Meet Stuart

Jeff Pierce

Partner

Meet Jeff

Contact Us

3500 Parkway Lane, Suite 430, Norcross, GA 30092

phone (678) 690-8700 | fax (678) 690-8710