Berkeley Advisors, Inc., located at 9 Lenox Pointe NE, Suite B, Atlanta, GA 30324, is a registered investment advisory firm founded in 2004 by Catherine Mathis, CFP®, MBA. The firm offers personalized financial planning and investment management services to individuals and families, focusing on developing prioritized, actionable financial plans that evaluate and identify risks and opportunities to achieve both short- and long-term personal and financial goals. Their investment management services include designing retirement cash flow programs through their Pots of Gold© Strategy, aimed at providing regular income during retirement. Berkeley Advisors operates with a fiduciary obligation, ensuring clients’ interests are prioritized, and primarily charges a percentage of assets under management for their planning work.