About

Be Financial is a boutique 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. 

About Nancy Bergstom

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.

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.

 

Holistic approach 

Fee-only

Coordination with other advisors 

Multigenerational perspective 

Philanthropic strategies