Two wealth management firms join forces to expand resources


January 14, 2019 – BURLINGTON, VT – Bell Wealth Management announced today that they will be merging with Berger Financial Group of Plymouth, Minnesota. Together they will manage over 1200 client relationships across 38 states. Their workforce of 44 employees will have offices in Burlington, Vermont; Plymouth, Minnesota; and Naples, Florida. United together, these firms will be able to share and expand their resources while maintaining their individualized client-centric approach.

Bell Wealth Management has also added to their team by welcoming Tyson Pettitt, Managing Director and Financial Advisor, to their Burlington office. Mr. Pettitt has nine years of financial services experience across financial planning, relationship management and business development. Mr. Pettitt will be responsible for maintaining the “YouFirst” methodology that has been the core tenet of the practice.

“We are very excited about partnering with Berger Financial Group,” Philip Spillane, Principal of Bell Wealth Management, said. “We believe that we will be able to offer an enhanced client experience by leveraging Berger’s resources, especially their investment team.”

Based in Burlington, Vermont, Bell Wealth Management will be able to help Berger expand further up and down the east coast, giving them national scale.

About Bell Wealth Management: Bell Wealth Management has been serving clients in Northern Vermont since being founded by David Bell in 1961. After David Bell’s retirement in 2002, Philip Spillane took over as Principal of the firm.

About Berger Financial Group: Berger Financial Group was founded in 1981 by Larry Berger and has grown significantly over the past decades. Now employing over 40 professionals, Berger’s services include financial planning, investment management, and income tax preparation.