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Our Mission

Our passion is helping entrepreneurs and highly-compensated professionals to manage their wealth, and ensure they're investing in both a principled and tax-efficient manner. Specializing in these areas, we provide comprehensive, personalized solutions for your financial life.

The Norberg Wealth Difference

"We serve our clients as a steward of their financial success. Your financial needs and those of your business are unique, and I want to partner with you to understand what's most important for you and your family, while also giving you the confidence to know your hard-earned resources are being invested such that your portfolio reflects your principles."

Meet John

John Norberg CFP®, MBA


I became a financial advisor first and foremost because I wanted to spend more time with my family, and to enable others to do the same. As a husband and father of three, ...

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About LPL

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

     • Enabling technology

     • Comprehensive clearing and compliance services

     • Practice management programs and training

     • Independent research 

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit

*As reported in Financial Planning magazine 1996-2022, based on total revenues.

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