Personalized retirement strategies designed to protect your assets, generate income, and build lasting financial security.
Book your free 15-minute consultation today.
We are taught at an early working age to “save for retirement” without ever being given a plan of how, where, or for when.
A knee-jerk answer to “when do you want to retire” is 65, which is great. But if you spend around 45 working years saving $26,000 per year in the market without protecting any of it, you can be putting over $1,000,000 at risk for your retirement years.
Our completely customized and personalized roadmaps consider:
We help provide:
Sounds like a dream? Let’s make it your reality.
The drive for me in this business comes down to one thing, helping people.
Over 25% of people in the United States have no one helping them on a financial plan. And of the people who do have someone, the “help” is often to line an advisor’s pockets with their 1 to 3% management fee even when investments lose money.
I’ve never been licensed for securities, and frankly, don’t ever see myself doing it. The concept of losing the principal that people have saved would keep me awake with a feeling of dread.
We provide a tailored suite of products, whether it is life insurance, IRAs, real estate, rollover accounts, annuities, or a host of others, that creates a custom mix to build your retirement roadmap.
Here we provide services designed specifically to your tailored needs.
Alternative Investments:
Additional Planning:
After spending nearly 20 years working for others, I had the calling to step out on my own. Then came the opportunity to partner with a 25+ year veteran in the investments space to make a significant impact in the lives of people, now helping to consult in their retirement frameworks.
I grew up in suburban Boston, went to UMass Dartmouth, and have a BA in Liberal Arts with a minor in Economics.
After college, I worked for about 10 years in sales for professional sports teams including the Boston Celtics, San Antonio Spurs, WNBA, minor league baseball, and minor league hockey. I also have an NBA Championship ring, just ask to see it when we meet.
My previous role was in HR and corporate recruiting for a marketing company.
Now I live just outside of Boston, MA with my wife and two boys. It is incredibly rare to not be at a sports field or court of some kind, but if not, then I am likely playing basketball or golf. I wonder where they get it from.
If you want to get your retirement off the mini-golf course and onto the lush green fairways of your golden years, let’s talk today.
And all of this simply starts with a no-cost 15-minute consultation.
That is it. Not a pitch, not a lock-in, just hearing about you, your goals, and your timelines.
Book your consultation today.
The information provided on this website is for informational and educational purposes only and should not be considered personalized financial, investment, tax, or legal advice. Gregory Berry and Berry Business Ventures, LLC do not provide legal or tax advice. Clients and prospective clients are encouraged to consult with a qualified tax professional, attorney, or estate planner regarding their specific financial situation.
Investing involves risk, including potential loss of principal. Past performance is not indicative of future results. Any references to investment strategies, financial planning, retirement planning, or estate planning services are general in nature and may not be suitable for all individuals. Use of Legacy Promises Network does not constitute legal representation and should not replace advice from a licensed attorney.
By using this website, you acknowledge and agree to these terms. For more information or to discuss your financial planning needs, please contact Berry Business Ventures directly.
PRESS RELEASE
FOR IMMEDIATE RELEASE
May 1, 2026 | Westwood, MA
Berry Smart Money Advisors Launches Bold New Brand
Identity to Empower Microbusiness Owners and
Millennials
New financial advisory brand promises accessible, practical guidance with a clear
commitment: “Smart decisions start here.”
WESTWOOD, MA – May 1, 2026 – Berry Smart Money Advisors, a financial advisory firm operating as a
DBA of Berry Business Ventures, LLC, today officially announced the launch of its new brand identity — a
major milestone designed to better serve microbusiness owners and millennials seeking accessible, realworld financial guidance. The rebrand marks a defining new chapter for founder Greg Berry and signals
the firm’s bold commitment to meeting underserved audiences where they are.
The Problem Being Solved
Too many microbusiness owners are left to navigate financial decisions without the resources available
to larger companies, while millennials face an increasingly complex financial landscape with few
trustworthy guides. According to the U.S. Small Business Administration, there are over 33 million small
businesses in the United States — the vast majority of which are microbusinesses with fewer than 10
employees. Yet access to quality financial advisory services for this segment remains critically limited.
Berry Smart Money Advisors was founded to close that gap — delivering clarity, actionable advice, and
empowering financial education directly to those who need it most.
Brand Identity and Visual Direction
At the heart of the new brand is a compass-inspired logo symbolizing guidance and direction in financial
decision-making. The visual identity is anchored by a clean navy and red color palette chosen to convey
trust, energy, and confidence. Every design element reflects the firm’s client-first philosophy.
The tagline — “Smart decisions start here” — encapsulates the belief that great financial outcomes
begin with informed choices. The brand identity was designed to feel approachable and credible,
breaking away from the intimidating, jargon-heavy image that often characterizes traditional financial
advisory firms.
VISUAL ASSET NOTE — FOR MEDIA USE:
High-resolution versions of the Berry Smart Money Advisors logo and brand
imagery are available upon request. Please contact
greg@berrysmartmoney.com
to obtain press-ready image files in PNG and SVG formats.
Launch Campaign and Community Building
The rebrand launches with an immersive 30-day LinkedIn campaign featuring daily content across five
core pillars: brand storytelling, financial education, myth-busting, client success spotlights, and behindthe-scenes looks at building the firm from the ground up. The campaign is designed to build an engaged
community, spark meaningful conversation, and establish trust with the target audience of
microbusiness owners and millennials ready to take control of their financial futures.
Follow the journey and join the conversation on LinkedIn: https://www.linkedin.com/company/berrysmart-money
A Word from the Founder
“I didn’t start Berry Smart Money Advisors to sell products — I started it to help people
make smarter decisions about their money. Whether you’re a microbusiness owner
figuring out your next move or a millennial trying to build real wealth, this brand was
built for you. We’re here to make financial guidance feel less like a luxury and more like
a right.”
– Greg Berry, Founder, Berry Smart Money Advisors
Looking Ahead
Berry Smart Money Advisors is focused on building a trusted advisory brand that meets clients where
they are — online, on social media, and in the communities they live and work in. The firm plans to
deliver practical tools, educational content, and personalized guidance that empowers individuals and
small business owners to move forward with confidence. This launch is just the beginning.
For more information, visit: www.berrysmartmoney.com
About Berry Smart Money Advisors
Berry Smart Money Advisors, a DBA of Berry Business Ventures, LLC, is a financial advisory firm
headquartered in Westwood, MA, specializing in accessible, practical financial guidance for
microbusiness owners and millennials. Founded by Greg Berry, the firm is built on the belief that every
person — regardless of business size or income level — deserves trusted, clear-headed financial advice.
Berry Smart Money Advisors is committed to empowering clients with the knowledge, tools, and
confidence to make smarter decisions about their money.
Connect with Berry Smart Money Advisors on LinkedIn: https://www.linkedin.com/company/berrysmart-money
Website: www.berrysmartmoney.com
Media Contact
Greg Berry
Founder, Berry Smart Money Advisors (a DBA of Berry Business Ventures, LLC)
Westwood, MA
Phone: 781.342.0254
Email: berrybusinessventures
@gmail.com
LinkedIn: https://www.linkedin.com/company/berry-smart-money
BERRY SMART MONEY ADVISORS
PLAN SMART, GROW YOUR MONEY, RETIRE AND HARVEST YOUR MONEY CONFIDENTLY
