Bill Berg, CFP® is a CERTIFIED FINANCIAL PLANNER™ with nearly a decade of experience helping clients navigate the complexities of their financial lives. At Obsidian Wealth Advisors, Bill specializes in working with high-earning, mid- to late-career professionals who want to simplify, optimize, and gain clarity around their financial futures.
Known for his thoughtful, relationship-driven approach, Bill builds long-term connections that often feel more like family than clients. He believes that paying close attention to the details—those “little things” others might overlook—can lead to meaningful results over time.
A New Jersey native, Bill grew up in Brick and now lives in Toms River with his wife, Shelly, and their golden retriever, Sadie. When he’s not working with clients, you’ll find him at Apache CrossFit, cheering on the Yankees or Jets, or enjoying a day at the beach with family and friends.