The Beringer Group | Plan to Succeed

Our focus

"Rags to riches to rags in three generations?" You have something more in mind.
We put your wealth to work for you and your family, and keep it working for generations to come.

High Net Worth Individuals

Consistently ranked one of the top 50 wealth managers in the nation, the Beringer Group offers access to a world class network of opportunities, relationships and strategies not available to most investors. Our inside knowledge of asset protection and alternative investments, combined with advanced reporting capabilities and unequaled due diligence, enable us to give clients a clearer picture of what is, and what is possible, than any other advisory firm.

Affluent Family Enterprises

It’s not a good idea to be the last one selling buggy whips. The business that initially generates wealth for a family may only be one piece of a much larger legacy. The most successful families, over the long term, are those who learn to stay on top of trends and create an “enterprise” that nurtures a diverse panopoly of profitable and charitable ventures. The Beringer Group is adept at optimizing these enterprises and imparting the values, strategies and skills that help them succeed.

Privately Owned Businesses

Many business owners spend decades building a successful business and then unnecessarily lose millions of dollars in a few crucial moments in the business life cycle. Keeping a company and transferring it to the next generation requires very different planning than selling it to a third party. Not planning for either puts you in a position where outside forces dictate your future. The Beringer Group can help you to prepare now to be in a position to profit when it matters most.

About Us

Many people do pieces of what we do. We are one of the few who bring it all together.

We help our clients do better for their family, their employees, and their community.

The Beringer Group is a privately held independent advisory firm. We have been working with the owners of substantial privately-held businesses and the heads of affluent family enterprises since 1979.

We have helped our clients make some of the most difficult decisions of their lives. Our strategic succession planning, investment services, tax mitigation expertise and access to exclusive private equity networks has helped us provide clients with innovative, objective, and contemporary solutions to a large number of critical issues.

In the process, we have helped them avoid catastrophic tax consequences, given their businesses and endeavors new life, and provided for their families, their employees and their communities for generations to come.

Only 5% of inheritances survive 3 generations
60% of inheritances disappear by the 2nd generation. 90% disappear by the third
Only 30% of family businesses survive two generations
Only 3 percent of family businesses survive to the 3rd
47% of business owners over 55 hope to sell in three years
Only 10% of these have a legitimate exit strategy
only 38% of business owners implement their succession plans
73% have not focussed on tax mitigation issues in their succession plans

Our Team

Our managing directors have an average of 25 plus years of experience in the markets we serve.

Theodore A. Beringer

Chief Executive Officer

Ted is a nationally-recognized financial advisor to some of the wealthiest families in the country. He was also the founder and Chairman of The Mid-Atlantic Companies, Ltd., a nationwide, full-service, financial services firm.

Christopher M. Beringer

President

Chris has extensive experience advising high net worth families establishing family offices and/or family investment companies, in regard to feasibility, design, staffing, transitioning and IT operations.

John R. Fye

Managing Director

John is the former Senior Vice President Sales and Marketing of The Mid-Atlantic Companies, Ltd. He has over 20 years of experience in business succession and transition planning with high-net-worth business owners.

Brad Standridge

Managing Director

Brad is a former Investment Advisor Representative for an independent Broker/Dealer prior to joining the Beringer Group in 2007. His focus is on business development opportunities for middle-market business owners.

John R. McAlister II

Vice President

After working with CIGNA Financial Advisors, John co-founded an advisory firm in 2000, focussing on complex family transitions. He sold his practice in 2012 to become part of TBG. He is a graduate of the University of Georgia.

Bradley S. Williams

Managing Director

Brad has 15 years of experience in the investment banking industry. He has structured and executed a wide range of complex transactions, including corporate sales, acquisitions, mergers, joint ventures, recapitalizations, and leveraged buy-outs.

Linda L. Postorivo

Chief Investment Officer

Linda joined the Mid-Atlantic Companies, Ltd., in 1980. She has extensive experience in the middle-market, closely-held business sector with over twenty years devoted to the financial planning needs of business owners and their families.

Barry J. Levin

Managing Director

Barry is the former Senior Vice President & Senior Counsel of The Mid-Atlantic Companies, Ltd. A former Partner in two major law firms, he has extensive experience with middle-market business owners with a specialty in tax advantaged owner exits.

JAMES B ALDRICH

Managing Director

Jim served as Chairman of Mid-Atlantic Business Planning Services; Senior Vice President of Corporate Planning and Development of Unisys Corporation (Sperry); CIO of US Airways; and owner and Chairman of Wilkada Packaging Corporation.

Mark Weiner

Vice President

Mark has over 20 years of experience in business valuation, data modeling and corporate finance. A graduate of Rutgers University, he holds a CPCU designation and Florida life and health insurance license.

Kevin Field

Vice President

Kevin brings over 12 years of experience as an owner of a substantial plumbing wholesale distribution operation. He specializes in helping other business owners navigate a variety of strategic planning initiatives.

Pedro Tonietto

Vice President

Pedro has over 10 years of experience in corporate Financial Planning & Analysis and private wealth management. He has a master’s degree in financial mathematics from the University of Tampa. His focus is on analytics, valuations, advanced forecasting, and business development.

JOANNE M. VANDERHEYDEN

Senior Vice President

Joanne is the former Vice President of the Mid-Atlantic Companies, Ltd. She has over 25 years of direct experience in service to the financial needs of high net worth Family Offices and middle-market private business owners.

Christopher S. Hughes

Financial Operations Officer

Chris is a former Mid-Atlantic senior financial executive with over 20 years of direct financial consulting and operations management for business owners and family offices. He is a graduate of Rutgers University.

Daniel Beringer

Vice President

Diane Fye

Client Services Consultant

Diane joined the TBG team in 2012. Her focus is providing best-in-class, innovative services to our valued clients. She founded National Search Associates, Inc. in 1989 and has over 20 years experience as an executive recruiter.

Ellen C. Pierce

Operations Director

With over 20 years of service, Ellen oversees the day-to-day operations of The Beringer Group. She co-ordinates client support and internal communications. Ellen is a graduate of the College of William & Mary and is a chartered financial consultant.

Jeffrey Beringer

Online Marketing Specialist

Jeffrey has 15 years of publicity, event organization and online marketing experience, specializing in English and Spanish speaking markets throughout Latin America.

Delaney George

Marketing Associate

Delaney leads the marketing department’s day-to-day operations. In her role, she spearheads marketing initiatives, collaborates with buying groups, and has achieved success with multiple campaigns, significantly boosting lead generation. She is a West Chester University graduate.