About

Sean has worked in the financial services industry since 1987 when he became a licensed stockbroker. In 1989, he became a financial planner at IDS Financial Services, and later at Key Investments, before becoming an independent RIA at his own company, Adirondack Retirement Specialists, Inc. Sean joined Wealth Enhancement Group in 2023.

With a passion for investing, free market capitalism, entrepreneurship, and economics, Sean is committed to providing advice to clients who are retirees – or are about to retire. He is also fluent in Spanish.

Sean has two great dogs (Benji & Winston – both are Shitzu Poodles) and owns horses. He recently named one of his horses after a girl being helped through Make a Wish, Gabby, who has brain cancer. He sponsored a trip for Gabby to meet her horse named “Joyflwariorprincss’ (after Gabby’s nickname, ‘Joyful Warror Princess’) and was able to witness a special connection.

Education

  • AS - Business Administration, Monroe Community College

Additional licenses and designations

  • NYS Life and Health Insurance licenses

Articles by topic

Newsroom

This acquisition grows Wealth Enhancement Group's presence in the state of New York, bringing the firm's total client assets to $68.6 billion.Wealth Enhancement Group, a national independent wealth management firm with more than $68.6 billion in total client assets, announced the acquisition of Adirondack Retirement Specialists, Inc., a hybrid RIA in Queensbury, New York.
Sean Berger CFP®

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