Our Story

Founded in 2015, Bergen and Bergen Associates has established itself as a leading firm in financial and nonprofit law. Our journey began with a simple mission: to provide exceptional legal counsel to organizations that make a difference in our community.

What sets us apart is our deep understanding of both the financial sector and the unique challenges faced by nonprofit organizations.

Areas of Expertise

Nonprofit Formation & Compliance
Financial Regulations
Tax-Exempt Status
Corporate Governance
Contract Negotiation
Risk Management

Success Stories

BMT Foundation Portfolio Management

Successfully guided the BMT Foundation through complex SEC regulations and tax-exempt status requirements, enabling them to manage a $50M stock portfolio while maintaining their charitable mission of supporting children's hospitals.

Financial Institution Compliance

Led a comprehensive compliance review for a regional financial institution, resulting in streamlined operations and enhanced regulatory standing.

Nonprofit Merger

Facilitated the successful merger of two major nonprofit organizations, preserving their missions while creating new efficiencies and expanded service capabilities.

Client Testimonials

"Bergen and Bergen Associates' expertise in both investment law and nonprofit regulations was crucial for our foundation. They helped us navigate the complex intersection of securities law and charitable giving."

Barry Melzer
Executive Director and Founder
BMT Foundation

"Their understanding of financial regulations and attention to detail helped us navigate complex compliance requirements with confidence. We are very happy with the work they have done for us."

Myrtle the Turtle
CEO
The Stuffy Banking Company

I like Bananas.

Mucko von Melzer
Board Chair
BMT Foundation

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