Who We Are

A Boutique Advisory Firm Built on Trust, Independence, and Purpose

Berlin Wealth Group Advisors is an independent, SEC-registered RIA

Born from a deep commitment to transparency, fiduciary care, and personalized service.

We are not a sales-driven institution. We are a team of professionals who believe that wealth planning should be as unique as the individuals we serve.

Founded with the vision of bridging the gap between the U.S. and Latin American financial systems, our firm specializes in cross-border financial planning, investment advisory, and wealth management for clients with complex, international needs. We serve professionals, families, and business owners navigating life and assets in two or more countries.

Contact Us

Jonathan Meza Berlin
Cabo San Lucas / Mx

ACWA (CEO)

More than 15 years of experience in financial markets, he worked in two of the most biggest mexican stockbrokers, he is a specialist in options strategies. He has the series 65 and the ACWA (Accredited Wealth Management Advisor) by FINRA

Diego Luna y Parra Diaz
The Woodlands Tomball Texas

MBA

Diego is an independent financial advisor with over 20 years of experience in private banking and wealth management. He has managed domestic and offshore assets exceeding $50 million USD. He holds an Executive MBA from UT Austin and EGADE, and is FINRA-registered with active Series 7, 66, and Mexico’s Figura 3. He currently represents BWA Berlin Wealth Advisors from The Woodlands, Texas.

Gerardo A. Martinez y Carriles
Washington D.C.

CFA

Gerardo Martínez, investor and entrepreneur in Washington, D.C., has over 10 years in investments, focusing on social impact and sustainable portfolios. Partner at GWU’s Impact Investing Hub, he advises ventures, supports funding, and develops education programs. Co-founder of MexHub, promoting circular economy in Mexico. Law (UANL), MBA (Edinburgh), CFA. Enjoys biking and family time

Our approach is grounded in education, clarity, and empowerment. We don’t just manage investments — we partner with our clients to build long-term strategies that align with their values, goals, and lifestyles.

Every relationship begins with a conversation. We take the time to understand your full financial picture, your family dynamics, and what matters most to you. From there, we design customized, forward-thinking plans that adapt to your evolving needs.

At Berlin Wealth Group Advisors, we proudly uphold the fiduciary standard. That means no hidden commissions, no product quotas, and no conflicts of interest — just objective advice designed to protect and grow what you’ve worked hard to build.