Rob W. Berkebile

Domani Wealth utilizes a team-led approach. The firm uses different methods of security analysis such as fundament and technical. In implementing investment advice, they may utilize investment strategies such as long-term purchases, margin transactions and individual entities/hedging.

Provides accounting services

Functions as a College/University

Beard Miller Financial Advisors develops an asset allocation model based on each clients' risk tolerance, time horizon and tax implications. They select nationally prominent money managers and/or mutual funds appropriate for each client's investment objectives. The firm works to find the best managers by investment asset class and assists clients in the process of selecting the most suitable investment products. These managers are researched and reviewed through a comprehensive due diligence process with consideration given to key factors including fund performance, manager tenure, turnover rate, expense ratios, and tax efficiency.