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The Berkheimer Group


Dedicated personal service and comprehensive family wealth planning to serve you and your family's unique goals.

Our Story and Services

The Berkheimer Group Story

The Berkheimer Group at Morgan Stanley is a tightly knit team with a common purpose:
 We are here to help our clients preserve, enhance and transfer their wealth within the context of their greater life goals. We are excited to come to work each day, largely due to the wonderful families we serve. With over 100 years of combined experience in financial services, our team provides comprehensive wealth management and premium client service to distinguished individuals and small institutions.

We know how hard our clients work for their money and why. They do it to build a meaningful life for themselves, their family, and their community. That’s why we have created a pledge to our clients, to demonstrate our thinking and our promise:


Services Include

  • Professional Portfolio Management
  • Financial Planning
  • Retirement Planning
  • Cash Management
  • Lending Products
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Corporate Retirement Plans
  • Wealth Management
  • Planning for Education Funding
  • Qualified Retirement Plans

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

We know how hard our clients work for their money and why. They do it to build a meaningful life for themselves, their family, and their community. That’s why we have created a pledge to our clients, to demonstrate our thinking and our promise.

Our pledge to you:

  • We will seek to speak plainly and help you make sense of even the most complex financial concepts. 
  • We are deeply committed to our clients and make ourselves available 24/7. 
  • All three senior financial advisor partners have advanced designations that mandate we follow a code of ethics and professional standards. We promise to uphold these commitments at all times. 

At The Berkheimer Group at Morgan Stanley, we embody these values and are committed to helping our clients with almost every aspect of their financial lives. We strive to do this with genuine compassion and unwavering respect.

In The Press

Community Involvement

Community Involvement

The Berkheimer Group is committed to the communities in which we are honored to be a part. Through our time, talents, and treasures, we individually and collectively aim to make a difference for the future of our families, clients, and neighbors.

Our Recent Works

Habitat for Humanity of Frederick County
Frederick Memorial Hospital
Tour de Frederick
Patty Pallatos Fund
Saint James School
Frederick's Oktoberfest
Military Officers Association (MOAA)
Color on the Creek
Frederick Community College Foundation



  • 30 W Patrick Street 7th Fl
  • Frederick, MD 21701

    Meet The Berkheimer Group


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Ready to start a conversation? Contact The Berkheimer Group today.

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