About Be Financial
Be Financial is a boutique wealth management advisory firm with a holistic approach. That means we work with a small number of clients who share our belief in sound planning, clarity and transparency. With a limited clientele, we’re able to spend more time getting to know you, develop plans that meet your unique needs and execute on the small details that make a big difference.
Nancy Bergstrom is the president and founder of Be Financial. Nancy has been advising high net worth individuals for more than 20 years, always with an emphasis on bringing order and reason to complex personal and family financial situations. She is a Certified Financial Planner ™ (CFP ® ) and a Chartered Advisor in Philanthropy ® (CAP ® ). Nancy is a graduate of the University of Wisconsin–Madison.
Nancy is supported by BAM Advisors Services, which provides back office support, trade execution, and other services to more than 140 independent advisor firms across the country. As part of the BAM community, our clients benefit from the collective experience of hundreds of advisors as well as national thought leaders in finance and investing.
Be Financial is a fee-only registered investment advisor in Minneapolis, Minnesota. As a fiduciary, we embrace our legal requirement to work in the best interests of clients in every situation.
Our minimum account size is typically $500,000. However, smaller accounts can be accommodated in some circumstances. For your protection, all accounts are held at a nationally recognized custodian who employ some of the most sophisticated technologies and best practices available to make certain that your assets and account information are protected.
We typically work with families, business owners and other professionals throughout their different life stages to create a financial plan tailored specifically for you and your goals.
What Do You Want To Be?
How would you describe your financial plan? Is it a jumble of good intentions, indistinct goals and disjointed accounts? Or is it a clear, systematic mosaic where each element fits neatly into a comprehensive plan for your financial future?
At Be Financial, we will collaborate with you to create the latter. We will guide you through a process that captures your financial situation on one page and identifies areas for immediate attention.
More than investing
Be Financial helps you build and maintain a diversified investment portfolio that matches your needs and goals, but your financial success relies on much more than the contents of your portfolio. We will also work with you to define retirement goals, create an estate plan save for major expenses such as college tuition and create a legacy you can be proud of. We'll also help you crunch the numbers that help you save on taxes and stay properly insured.
Where necessary, we’ll be pleased to work with your other professional advisors, including attorneys or accountants.
Be Financial is committed to creating a financial plan that lets you be you. We’ll help you translate your priorities into a comprehensive plan that can evolve with you. So tell us, what do you want to be?
601 Carlson Parkway
Minnetonka, MN 55305