Pat Bergmaier CFP, ChSNC


Pat Bergmaier CFP, ChSNC


Pat Bergmaier CFP, ChSNC



My goal is to make sure every one of my clients have a financial future that is secure and set. Your financial goals aren’t just important to your family – they are of the upmost importance to me and my team too. I am committed to helping you achieve those goals by giving advice that is in alignment with your wishes, your hopes & your financial dreams. 

My clients include families with dependents who have special needs & those families have taught me how incredible strength, spirit and commitment to one another can create hope. Those same qualities are the ones I strive to bring to all my clients to create a future & a legacy for their families

Firm Description

The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn't be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Investing involves risk, including loss of value. Insurance and other financial products and services maybe subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at pbergmaier@l847financial.com.

Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 800-873-7637, www.htk.com. 1847Financial and other listed entities are unaffiliated with HTK. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

Our representatives are insurance and securities licensed in the following states: PA,NJ, DE, TN & FL. This is not an offer or solicitation in any states where not properly licensed and/or registered. 5328868SC_Dec24


Day From To
Monday 9:00 AM 4:00 PM
Tuesday 9:00 AM 4:00 PM
Wednesday 9:00 AM 4:00 PM
Thursday 9:00 AM 4:00 PM
Friday 9:00 AM 1:00 PM


What Is a Special Needs Planner?

Main Office

161 Washington St
Suite 700
Conshohocken, PA 19428

On the web

View Firm Website

Social Media


View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts