Broker Check

Michael D. Von Berg
Owner/Financial Advisor

5304 South Florida Avenue, Suite 400-B
Lakeland, FL 33813

(321) 203-7363

A values-based approach

My greatest joy is building lasting relationships with my clients. I see my clients as an extension of my family, and I believe success demands a deep understanding of your cherished dreams and unique needs. 

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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Riskalyze

What is your Risk Number?

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The financial future you want

The financial future you want

The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.

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Supporting the community

Supporting the community

Running a small business is about more than profit and loss.  It’s about contributing to the health of the community and being a good neighbor. 

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I work with you

I work with you

Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.

Learn about the Planning Process

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Retirement resources

Retirement resources

How much money will you need for retirement?  What retirement savings vehicles should you be considering? Get answers here.

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Investing insights

Investing insights

Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

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<p>5 Smart Investing Principles</p>

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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View All Resources

Whatever matters to you, matters to me.

I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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