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The Berkheimer Group
at Morgan Stanley Smith Barney
Financial Advisors
30 West Patrick Street
7th Floor
Frederick, MD 21701
tel: 301-663-8833
toll free: 800-634-0072
fax: 301-663-4798
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Welcome

The Berkheimer Group at Morgan Stanley Smith Barney is dedicated to helping you make the financial decisions that make the most sense for you. The cornerstone of our commitment to you is distinctive, caring and personalized attention. We seek to build a meaningful, long-lasting relationship with you and your family. Only after we’ve taken the time to discover what is really important to you can we effectively select the wealth management strategies that are aligned with your financial goals and life values. We will work to become your trusted Financial Advisors, helping you realize your life’s ambitions through sound financial advice and an uncompromising commitment to integrity and service.
Services
  • Financial Planning
  • 529 Plans
  • Professional Portfolio Management
  • Wealth Management
  • Corporate Retirement Plans
  • 401k Rollovers
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  • Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
  • The Global Investment Committee is made up of senior professionals from Morgan Stanley & Co., Morgan Stanley Smith Barney, Citi Investment Research & Analysis and outside financial market experts. The Global Investment Committee provides advice to Morgan Stanley Smith Barney Financial Advisors and our clients through a disciplined process of fundamental research and a comprehensive analysis of economic and market conditions. See Special Reports to meet the members of the Global Investment Committee.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

Current Outlook (pdf)

Nine Signposts for 2009 (pdf)
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Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

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Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

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