Michael Von Berg

Michael S. Von Berg
Managing Director Financial Advisor Investment Services Group Truist Investment Services, Inc.
The Von Berg & Nanda Group of Truist Investment Services

1007 Edwards Ferry Rd NE

Leesburg, VA 20176-3347

About me

Background

Michael Von Berg is a Managing Director and Financial Advisor with Truist Investment Services, Inc., offering clients 20 years of financial services experience.

Michael helped form the Von Berg and Nanda Group of Truist Investment Services, Inc. in 2019 with a combined 70 years of experience in financial planning, investment strategies, risk management, retirement planning, estate planning, and wealth transfer. 

The goal of the team is to take a proactive approach to addressing their clients’ financial situation. Their client commitment is multi-tiered. They help clients understand their holistic needs and make sound financial decisions.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree
West Virginia University 1995 2000

Personal Interests

Michael earned his  bachelor’s in finance from West Virginia University. A Northern VA native, he currently resides in Leesburg with his wife, Daniella, and two daughters, Sydney and Avery.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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