Michael Berry, CHFC

Partner, Head of Private Wealth

Michael brings over 24 years of experience in the financial planning, Asset Management and life insurance spaces.

Michael S. Berry joined Addicus in 2019 as a firm partner, where he leads its Private Wealth, Risk Management, and Investment Advisory divisions. Michael is sought after for his expertise in insurance, asset protection, tax reduction, executive benefits, asset allocation, and comprehensive financial planning strategies for a select group of U.S., Non-U.S., and global citizens.

Prior to joining Addicus, Michael founded MSF Companies, a financial consulting firm supporting a client list comprised of the top 5% of plastic surgeons, dermatologists, and aesthetics professionals worldwide. He is passionate about serving the healthcare and aesthetics industry as well as all entrepreneurs. Michael is also an owner of Lion Street; a national financial services distribution company with over 150 firms nationwide. Lion Street Firms all specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients.

Noteworthy Awards and Accolades: Michael was peer nominated and recently awarded a coveted spot in the December 2021 issue of The Forbes America’s Top Financial Security Professionals.  In 2019, Michael was named one of the “Top 100 People in Finance Worldwide” by the Top 100 Magazine. Since 2018, Michael has been a featured sponsor and speaker for the Global Virtual Aesthetic Summit (GVAS) as well as a judge for the MyFaceMyBody Awards Gala; the only non-medical professional invited to judge in 2009, he received the prestigious award for “Four Under Forty” as a top advisor from the National Association of Insurance and Financial Advisors (NAIFA). Michael was also the recipient of the “Ann Liston Award for Excellence in Ethical Standards” from Northwestern Mutual and is the multiple-time recipient of the coveted “National Quality Award” (NQA). Additionally, Medical Economics Magazine has recognized Michael as one of the “150 Best Financial Advisors for Physicians.”

Michael is a published author and subject matter specialist. His work has appeared in Physicians Money Digest, Medical Economics, The Law Journal Newsletters, and Financial Advisor Magazine. Michael is a veteran speaker and has addressed audiences at the HCAA (National CPA Health Care Advisors Association), The Business of Pain Management, Lion Street Indaba, The Rainmaker Companies, and national industry association events.

Michael graduated from the University of Rhode Island in 1991, with a Bachelor of Arts degree in communications. He holds the designation of Chartered Financial Consultant (ChFC) from the American College in Pennsylvania, is licensed in life, health, and accident insurance, and holds NASD Series 6, Series 63, Series 66, and Series 7 licenses.

Michael resides in Newtown, Connecticut, with his wife Christine and their three children. When Michael is not working or spending time with his family, he enjoys CrossFit, wake surfing, and tennis.

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