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Our mantra is

“Client First.”

The Founders Group combines more than 205 years of financial services experience, with some of the team working together for nearly 30 years.  Recognizing that each client is unique, we work closely with you to identify your needs and develop highly personalized strategies.

Our ultimate goal is to help our clients build and mitigate risk to their wealth for not only themselves, but across multiple generations.
Forbes' Best-in-State Wealth Advisors Badge

Michael Berard is Proud to Be

Named to Forbes' 2023 Best-in-State Wealth Advisors List

Forbes’ Best-in-State Wealth Advisors, February 15, 2018, February 21, 2019, January 16, 2020, April 7, 2022, and April 4, 2023, each based on the 12-month period ending June 30 of the year prior to publication.  Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology.  Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  Investment performance is not a criterion for selection.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.  For more information on the selection methodology, see