The Bedminster Group has been proud to serve clients in the local area for over 25 years, but our drive to help as many people as we can has led us to taking on clients from all over the country. We are a firm of experienced professionals that understand the issues facing you, the decisions that need to be made to reach your goals, and the solutions to accomplishing that feat. To us, our team is our biggest asset and represents our uniqueness in the financial industry. Each of our team members bring years of experience to their respective roles at our firm, and we utilize each of their skills to ensure that our clients receive the best service possible.
The greatest value that we hope to provide our clients is guidance with transparency. We want our clients to know that we make decisions solely based on their financial goals and needs, and not by decisions that could benefit us. As an independent firm, our only factor when it comes to making decisions for your investment plan is how it can help you get to where you want to be in your finances. We work with you in partnership, merging the unique perspectives of client and advisor into a comprehensive investment plan tailored to your needs.
President & CIO
Gene Balerna is a graduate of the University of Massachusetts, as well as completing his Master of Finance degree at Bentley University. His designations include the CIMA® certification administered by Investment Management...
Director of Client Services
Danielle joined the Bedminster Group in 2017, and is a recent Honors graduate of the University of South Carolina in Beaufort. She has worked as an administrative assistant with Absolute Island Management and Trident Technical College...
Client Service Associate
Jennifer Chavez is an experienced Client Service Manager and brings a wealth of knowledge with her. She takes pride in providing the best service possible to all of our clients and always willing to go above and beyond. She has over 15...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.