What inspired the creation of Alderfer Bergen &Co., and how has the company’s mission

evolved since its inception?

Alan Alderfer started Alderfer Investments in 1999. Alan had previously worked for common big-

named financial institutions providing Financial Advice. Alan grew tired of the corporate culture

and sought out to go independent in his hometown of Warsaw, Indiana. We continue to deliver

a high-end client service in a hometown and small business environment. A few years later,

Mike Bergen joined and partnered with Alan, creating Alderfer Bergen. Since then, the firm has

grown to 10 employees. We have a team of 4 advisors and 1 in training to become our 5 th

advisor. Our mission has not changed. We strive to learn about you and create a financial plan

that helps you accomplish your goals. We are Fiduciaries, which means we put your needs

ahead of our own. We want to create a transparent plan that is both affordable and puts you in

the driver’s seat for your financial future.

The financial landscape is ever-evolving. How does your firm stay ahead of industry trends to

ensure clients receive the most up-to-date advice?

Our advisors carry advanced designations that require ongoing continuing education. Mike

Bergen carries the CIMA ® designation and focuses on investment allocation and investment

management for our clients. Alan Alderfer, Jason Gergely and Will Day CERTIFIED FINANCIAL

PLANNER® practitioners. We are continuously reviewing investment and current financial

planning trends as an attempt to add value to our current and future clients.

There are many financial advisory firms out there -what sets Alderfer Bergen & Co. apart from

the rest?  

We have a team approach to Financial Planning. To many, Financial Planning is a service that they have

never had from their advisor. We don’t give cookie cutter or generic advice. Our consultation is broken

down into two meetings. The First Meeting: Where we want to get to know your hopes and dreams and

find all the answers to the questions that led you to us. Our Second Meeting: At this meeting we have

constructed a financial plan and reviewed it with our team of advisors. In this meeting we will walk you

through your custom personal financial plan. We will review what your portfolio is projected to perform

over your lifetime, what cash flow looks like in retirement, as well as discuss any Tax Planning

opportunities that we see. We will then use that as a foundation to give ongoing financial advice. When

you decide to become a client, we have semiannual review meetings where we continuously monitor

your investments and update your financial plan. We realize that your situation is as unique as you are,

and we aim to give you a unique experience.

Why do you choose to invest in the Chamber of Commerce?

Our chamber is exceptional. It creates great opportunities to network and gain exposure.

Although I am not always able to participate as much as I would like, I love the Business

Connectors Lunch and The Coffee and Conversation meetings that they have. The community

involvement and access to resources and education that they provide are top notch. I don’t

know how I could see what all they provide and not want to be a part of it. I am and will

continue to be a Fulton County Chamber Ambassador.