Broker Check
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, I firmly believe that family is the fundamental building block of society, and if money is but a means to an end, what is that end if not to spend more time with those we love most?

Coming from a background that’s included fintech, bartending and gravedigging (although not at the same time), I’ve always had an interest in investing. With the goal of becoming financially independent through helping others to do the same, I entered this industry to help entrepreneurs and business owners grow and protect the wealth they’ve worked hard to create.

While my office is located in Frederick, MD for local meetings, I don’t believe geography should be a limiting factor in obtaining good advice. We work remotely with clients across the country, utilizing the professional research and resources of LPL Financial in tandem with a suite of advanced technology. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a full-picture strategy that leverages everyone's expertise. Together, we can strive to bring your dreams into reality.

When I’m not busy building and executing financial plans, I also enjoy craft mixology, philosophy and the symphony orchestra. In addition to volunteering with the St. Mary’s Catholic School Board in Hagerstown, I am a parishioner and an active member of the Knights of Columbus. I’d love to hear more about what brings you here - send us an email to get started!