Nationally Ranked,
Locally Loved.
Berkshire Money Management has been named to USA Today’s list of Best Financial Advisory Firms 2026 and voted “Best Wealth Management” by our local community.
National recognition is exciting, but local trust is personal. To everyone who has voted for us, worked with us, referred a friend, or cheered us on: thank you!
More than just the local option
We’re proudly rooted in this community, but having offices close to you in Dalton, Great Barrington, and Williamstown isn’t our only benefit.
Our team is constantly learning, researching, and evolving to keep up with both national trends and local client needs. Because you deserve the kind of in-depth financial planning and advice one might expect from a nationally-recognized firm, from a team of real people who understand the Berkshires and care about the people who live here.
How we help
Our financial advisors and planners help clients answer life’s tough financial questions, including:
- “Can I retire when I want to?”
- “When should I claim Social Security?”
- “Should I invest my inheritance or use it now?”
- “How can I protect my family when I’m gone?”
- “How do I turn investments into retirement income?
Are we the right fit for you?
Berkshire Money Management works with professionals, business owners, and families navigating major financial transitions such as:
- Retirement planning
- Inheritance
- Selling or transferring a business
- Divorce
- Passing wealth to the next generation
Get answers to your unique financial questions
The first step is easy – book a 15-minute phone call with a member of our local team.
IMPORTANT AWARD AND RECOGNITION DISCLOSURES
USA Today Best Financial Advisory Firms 2026 ranking is based on recommendations from clients, industry experts, and financial advisors, and on the firm’s development in assets under management. For full methodology and criteria please visit https://cdn.statista-rankings.com/financial-services/rankings/financialadvisoryfirms-us-2026/methodology-usa-today-best-financial-advisory-firms-america-2026.pdf. BMM did not pay a fee to be considered or included on the list. Advisers must provide compensation to be able to advertise receipt of the award. Industry recognitions or award should not be construed as an endorsement or a recommendation to retain the Adviser by the ranking entity or any regulatory authority.
“Shopper’s Choice” survey is based solely on the number of votes received by the listed entity. The survey does not offer voters specific criteria or factors that define “best.” The judgment factors used by voters are not known to the survey sponsor or BMM. BMM promotes the survey in its marketing materials and makes active efforts to encourage voting but has not provided any financial remuneration to the survey sponsor or voters. Industry recognitions or award should not be construed as an endorsement or a recommendation to retain the Adviser by the ranking entity or any regulatory authority.
“Best of Berkshires” survey is based solely on the number of votes received by the listed entity. The survey does not offer voters specific criteria or factors that define “best.” The judgment factors used by voters are not known to the survey sponsor or BMM. Appearance on the “Best of Berkshires” list should not be construed as an endorsement of BMM’s investment skill or acumen or an endorsement by any regulatory or government body. BMM promotes the survey in its marketing materials and makes active efforts to encourage voting but has not provided any financial remuneration to the survey sponsor or voters.
