Holistic Financial Planning & Comprehensive Financial Services
Our goals are simple: to know our clients well, to treat them with respect, and to measure our success by their success.
Our Investment Management Process
We use a rigorous selection process to determine which investment vehicles would be most suitable to your needs.
Why Our Financial Advisors?
Our clients appreciate having a responsive financial advisor who returns communications promptly and efficiently and takes a holistic approach to your financial planning needs.
Rebekah Von Berg
- Why Choose Us
Personalized financial planning from experienced advisors in Colorado Springs
One of the keys to long-term success in the markets is to separate our emotions from our investment strategy. An effective means to that end is through a repeatable process that is customized to the individual client.
- We value relationships
- Over 20 years experience
- Sophisticated tools
- Constant portfolio monitoring
- Prompt reponse
- Customized plans
Ready to talk?
- Why Choose Us
Thoughtful financial planning grounded in experience and local insight
We bring decades of experience in financial planning, investment strategy, and leadership to our work in Colorado Springs. At Concerto Financial Partners, we design portfolios tailored to each client’s goals and help guide them through life transitions.
- Transparent, client-focused process
- Deep knowledge of financial markets
- Collaborative approach to planning
- Guidance through major life transitions
- Commitment to ongoing education
- Local insight with national resources
Questions? We’re here to help.
Greg Von Berg
- Services
Our Services
At Concerto Financial, we offer personalized financial planning services designed to support your goals at every stage of life. From investment management and retirement planning to insurance review and estate coordination, our approach is thoughtful, collaborative, and tailored to your unique financial picture.
Financial Planning
We help organize your goals and resources into a clear, personalized strategy for your financial future.
Tax Planning
We help you explore ways to align your financial strategy with current tax laws and opportunities.
Divorce Financial Planning
We offer support to help you navigate the financial aspects of divorce with clarity and structure.
Retirement Planning
We guide you in building a retirement strategy that fits your goals, lifestyle, and income needs.
Insurance Review
We help evaluate your insurance coverage needs as part of your broader financial strategy.
Estate Planning
We help coordinate estate planning considerations within your overall financial strategy.
Investment Management
We develop investment strategies based on your goals, time horizon, and comfort with risk.
Our Process
Understand Your Financial Picture
We begin by learning about your goals, values, and current financial circumstances to build a clear foundation.
Explore Personalized Strategies
Our team helps you evaluate options across areas like investments, retirement, estate planning, and insurance.
Bring All the Pieces Together
We help connect your financial plan with the work of your tax and legal professionals, creating a more cohesive and organized strategy.
Adjust as Life Evolves
Your plan isn’t static. We revisit and refine strategies to reflect life changes, market shifts, and new priorities.
