High-End Wealth Management
for Normal People
Get to know us
Your Wealth Manager
My name is Eli Berger, and I founded Blue Label Financial on the fundamental, eternal value of honesty and integrity. After working in financial services and discovering the sales metrics and commissions of financial advisors, I knew that if I ever served in that role, I would do so not as a salesman, but as a true fiduciary.
My desire is to see you live the life you want. Let’s see how we can make that dream come true together.
Our Services
In our care, you get:
Portfolio management
Financial, business, & career coaching
Budgeting & cash flow analysis
Debt management
Retirement planning
Tax-efficient strategies
Research-driven investment advice
A sensible, evergreen approach to wealth
Transparent pricing (as a percentage of AUM), reliable communication, & an accessible investor portal
Our Philosophy
We believe in long-term, diversified wealth that lets you focus on your life.
We also understand that cost-of-living, the economy, the nature of work, and capital markets have — let’s say — changed a bit over the last few years.
Among all the moving pieces and noise out there (ahem…”finfluencers”), you deserve someone you can trust to keep it together.
You’re in good hands.
Reserve an appointment
Embark on your journey to financial excellence by securing an exclusive appointment with our seasoned financial advisors. Experience bespoke strategies tailored to elevate your wealth management and secure your prosperous future.