WealthManagement.com wrote about our transition to a fully independent financial advisory firm. It's true: The Berry Group was attracted to TradePMR’s software, its integration capabilities, and high advisor satisfaction ratings. For more than two decades, TradePMR has worked with independent registered investment advisory firms like ours, helping to provide the innovative technology tools and support needed to transform their businesses. Founder and CEO Robb Baldwin was once a registered investment advisor himself. Prior to The Berry Group's transition to becoming a 100% independently owned and operated firm, we flew down to Gainesville, Florida to meet with Robb and his team. We couldn't be more excited about the future!
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