A financial advisory firm dedicated to helping clients achieve their financial goals at every stage of life, from young investors to pre-retirees and those already in retirement. The firm specializes in providing financial benefits and planning for employees within the orthopedic industry worldwide, particularly in Warsaw, Indiana, known as the Orthopedic Capital of the World. With over 30 years of experience and a team of advisors boasting a combined 100 years in the industry, Alderfer Bergen & Co offers customized planning services.

These services include comprehensive financial planning, retirement planning, estate planning, investment management, tax planning, private client services for high-income earners, education savings, and insurance solutions. The firm operates under a fiduciary standard, ensuring that clients' best interests are always prioritized in all advisory relationships.