Professionally Certified Independent Fee-Based Financial Advisors

 

Prosperity is so much more than just money.  Like having the time to get away from your business and be with the ones you love.  Spending a long weekend tinkering with your hobby.

At Vineyard Financial Group, these are the things we want to talk about when we first meet you.  We want to know what you want and why it's important to you.  We want to know what keeps you awake at night, what gets you up early and what brings you happiness.  Vineyard Financial Group wants to see life the way you do.

Vineyard Financial Group does not have any sales ties or obligations to any specific insurance products or investment firms.  Vineyard Financial Group is free to do what's best for you, and that's the path we choose.

Vineyard Financial Group takes an unconventional approach.  Our aim is, simply, to create long-term, win-win relationships and make managing your finances an empowering and rewarding process.

Vineyard Financial Group appreciates and understands the larger order of things - from your perspective - we go to work designing a custom and comprehensive wealth management approach.  Since even clients with comparable assets and similar goals are still unique individuals, we always create an individualized financial plan for each client.  And because nothing is static, Vineyard Financial Group's approach with you will always be as a dynamic partnership to fulfill your dreams.

 

Peggy Bergan, ChFC®, CLU®, AEP®
Owner, Vineyard Financial Group
ChFC®, Advanced Financial Planning
CLU®, Insurance Specialty
AEP®, Accredited Estate Planner
pbergan@vineyardfinancialgroup.com

 

Scott Bergan, ChFC®, CLU®, AWMA®, BFA™
Owner, Vineyard Financial Group
ChFC®, Advanced Financial Planning
CLU®, Insurance Specialty
AWMA®, Wealth Management Advisor       
BFA™, Behavioral Financial Advisor
sbergan@vineyardfinancialgroup.com

 

Administrative Staff

Taylor Davey

tdavey@vineyardfinancialgroup.com