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Michael Von Berg
Financial Advisor Investment Services Group Truist Investment Services, Inc.

2401 Centreville Rd

Herndon, VA 20171-3013

About me

Background

I’m a Vice President and Financial Advisor with Truist Investment Services, Inc., offering clients 20 years of financial services experience and expertise.

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

We take a proactive approach to every client’s personal financial situation. Our multi-tiered client commitment is to help them understand their holistic needs and make sound decisions for their financial future, while we seek to provide consistent returns and manage our clients wealth and income, and aid them in attaining financial security.

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

I earned a bachelor’s in finance from West Virginia University. A Northern VA native, I live in Leesburg with my 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

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