PJ Gagne joins joins Berkshire Money Management as a financial adviser

Published: Saturday, December 27, 2025 at 5:00 am

Berkshire Money Management Welcomes New Financial Advisor

DALTON – Berkshire Money Management (BMM) has announced the addition of PJ Gagne as a financial advisor. Gagne will focus on providing financial planning services to professionals and business owners in their 50s and 60s, assisting them with crucial financial decisions related to retirement.

Gagne's approach emphasizes values-based financial planning. He will guide clients through significant life choices, including navigating Social Security benefits, securing their children's future, and transforming a career's worth of effort into lasting financial stability. His collaborative planning style aims to help clients understand their optimal financial outcomes while also preparing for potential uncertainties.

Allen Harris, founder and CEO of Berkshire Money Management, highlighted Gagne's ability to simplify complex financial matters and empower clients to move forward with confidence. Harris emphasized that Gagne's expertise will support BMM's ongoing expansion of services.

This announcement comes as BMM prepares to open its new Williamstown office later this month. The new location will be accessible by appointment.

Gagne holds a bachelor's degree in economics from Fairfield University and is an Accredited Investment Fiduciary (AIF).

BNN's Perspective:

The addition of PJ Gagne to Berkshire Money Management appears to be a strategic move to strengthen their services for a specific demographic. Focusing on individuals nearing retirement age is a smart business decision, as this group often requires specialized financial guidance. The emphasis on a values-based approach and collaborative planning could resonate well with potential clients seeking a more personalized and supportive financial planning experience.

Keywords: financial advisor, Berkshire Money Management, PJ Gagne, financial planning, retirement, Social Security, investment fiduciary, business owners, professionals, Williamstown office, AIF, economics degree

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