Berger Associates

Berger Associates

Berger Associates operates as a registered investment advisory practice housed within Independent Financial Company, an SEC-registered broker-dealer and RIA based in Bloomington, Minnesota. Founded sometime before 2022, the firm is led by Lisa Greely and Rebecca Lantzer, both serving as registered representatives and investment advisor representatives. The practice serves a local client base of families and individuals, emphasizing long-term relationships across generations. The firm's investment strategy centers on customized wealth management, combining securities investments, insurance products, and retirement planning. Clients receive personalized financial plans with a focus on growth, protection, and conservation of assets. Specific portfolio holdings, asset-class allocations, or direct investments are not publicly disclosed. Geographic focus is limited to the Minneapolis–Saint Paul metropolitan area, with no known out-of-state or cross-border exposure. Greely and Lantzer are the only listed professionals, supported by administrative staff. The firm reports no additional offices beyond the Bloomington headquarters. There is no disclosed philanthropic vehicle or operating company attachment. As of May 2026, no significant structural changes or new hires have been publicly reported. The practice distinguishes itself by its small-team, multi-generational client model, which relies on direct relationships rather than a large institutional platform. Its governance is informal, with both principals serving as equals, and the firm does not publish AUM, performance data, or a formal investment committee structure.