Christopher Berry, JD, CELA®, CFP®
We help individuals and families work toward achieving their ideal retirements.
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Serving Clients Nationwide
We help individuals and families work toward achieving their ideal retirements.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Health Care Planning
- Investment Management
- Taxes
About Christopher Berry, JD, CELA®, CFP®
Hi, I'm Chris Berry. I help families plan, protect and preserve what is important to them by helping them create a Retirement & Legacy Blueprint.As one of a handful of Certified Elder Law Attorneys™/CERTIFIED FINANCIAL PLANNERS™ in the state of Michigan, I help families protect their hard-earned assets, navigate retirement and leave their estate to their loved ones as efficiently and effectively as possible.
If we can put more money in your family's hands versus the IRS, Probate Court, or a Nursing Home, then I'm doing my job.
Our Retirement & Legacy Blueprint Process allows families to create:
✅ An Income Plan
✅ An Investment Plan
✅ A Tax Plan
✅ A Health Care Plan
✅ A Legacy Plan
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➕ More About Christopher Berry, JD., CELA®, CFP®:
Certified Elder Law Attorney | Holistic Legal and Financial Advisor | Adjunct Professor | Published Author
Christopher J. Berry is an attorney and financial advisor, author, presenter, and host of “The Chris Berry Show,” a weekly radio show and podcast where he talks about wealth, estate, and tax planning for the second half of life.
Chris has been involved in legal and financial planning since 1998. Through his continual pursuit of education and drive to serve his clients in the best way possible, he established a law firm and financial planning firm. He's been seen in Forbes, Kiplinger's, and Crain's magazines. He has been a member of Ed Slott's IRA Advisor Group℠.
Chris excels at taking sophisticated legal, financial, and tax planning concepts and making them easy to understand for his clients. While his knowledge and detailed planning techniques are second to none, his strength is in being extremely relatable and easy to understand.
Chris has published a book, now available for sale, called “The Caregiver’s Legal Guide to Planning for a Loved One with Chronic Illness.”
Away from the office, Chris spends time with his wife, Rochelle, and kids, Ryan and Madison. He enjoys reading, jiujitsu, CrossFit and time on the lake with his family.
Professional Designations
- Certified Elder Law Attorney (CELA)
- CERTIFIED FINANCIAL PLANNER ®
- Juris Doctor (J.D.)
Primary Location
8550 W. Grand River Ave., Suite 200 Brighton, MI 48116
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory meeting or call. We'll get to know each other and we will listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About Castle Wealth Group
At Castle Wealth Group, we believe in holistic financial planning to work toward clients’ needs. Building these well-thought-out strategies takes attention to five key areas: income planning, investment planning, tax planning, health care planning and legacy planning. Combined, planning for all five of these areas generates what we call The Retirement Game Plan.We offer services in these three areas:
✅ Grow: Prepare for retirement by putting your hard-earned assets to work.
✅ Preserve: Protect the assets that can help you live the retirement you’ve always imagined.
✅ Give: Provide for the people and causes you care about the most.
Education
Michigan State University College of Law, J.D., Corporate Concentration | Grand Valley State University, B.S. Finance, Psychology
Volunteer Experience
Chris is very involved in his local community, serving as a volunteer on numerous boards, including Easter Seals of Michigan and The Walk to End Alzheimer’s, and he has won awards for his civic duty, including the Spirit of Detroit award. Over the past few years, he has either contributed or helped raise over $125,000 for The Walk to End Alzheimer’s and the Area Agency on Aging as well as other smaller helping organizations.
Hobbies and Interests
- Family
- Reading
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Investors
- Living in Retirement
- Parents
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