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Clients MSF Companies and Addicus In the News



MSF Companies Joins Addicus - Michael S. Berry Named Partner

Addicus Expands With New Office Launch

June 1, 2020 – Oxford, MS – Addicus, LLC is pleased to announce that Michael S. Berry, ChFC has been named its newest Partner and Head of Addicus Private Client, Addicus Risk Management, and Addicus Advisory. Mr. Berry, Founder and Managing Member of MSF Companies (MSF), brings over 20 years of experience in financial services and 30 years in the entrepreneurial sectors.


Founded in 2012, MSF is a financial consulting firm with a client list comprising the top 5% of plastic surgeons and aesthetics professionals worldwide. MSF and its staff will be joining forces with Addicus and begin operating as one firm with expanded resources and service offerings. Additionally, Addicus has expanded its national footprint with the opening of its third office location in Newtown, Connecticut.


“We have been collaborating and sharing resources as separate firms for almost two years and started discussing this idea a long time ago,” stated Michael Berry. “We came to the decision together that it made sense to formally combine forces, bringing together the niche expertise of MSF coupled with the synergies and strength of Addicus,” he added.


Addicus was founded in 2012 by Stephen D. Miles and Andrew B. Adams. Alongside its family office and private client practices, Addicus offers investment advisory, risk management, consulting services, and tax credit equity services in addition to a boutique private equity structuring and placement practice.


“Michael has a tremendous amount of financial expertise and business acumen that he has mastered alongside building an incredible financial consulting practice. He and the MSF team are a true asset to have joining Addicus officially,” stated Andrew Adams. Mr. Berry specializes in insurance, asset protection, tax reduction, executive benefits, asset allocation, and comprehensive planning strategies for an exclusive group of U.S., Non-U.S., and global citizens.


Mr. Berry 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. He is a veteran speaker and has addressed audiences at the HCAA (National CPA Health Care Advisors Association), The Business of Pain Management, Lion Street, The Rainmaker Companies, and national industry association events.


Since 2018, Mr. Berry has been a sponsor and featured speaker for the Global Virtual Aesthetics Summit (GVAS) as well as a judge for the MyFaceMyBody Awards Gala; being the only non-medical professional invited to judge. In 2019, Mr. Berry was named one of the “Top 100 People in Finance Worldwide” by the Top 100 Magazine. He has received the “Four Under Forty” award as a top advisor from the National Association of Insurance and Financial Advisors (NAIFA). Mr. Berry was the recipient of the “Ann Liston Award for Excellence in Ethical Standards” from Northwestern Mutual and is a multiple-time recipient of the “National Quality Award” (NQA). Additionally, Medical Economics Magazine has recognized him as one of the “150 Best Financial Advisors for Physicians.”

Mr. Berry 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.


Mr. Berry resides in Newtown, Connecticut, with his wife Christine and their three children.


For more information about Michael S. Berry, please read his biography here.


For more information about Addicus, please visit www.weareaddicus.com.


ABOUT ADDICUS

Alongside its family office and private client practices, Addicus offers investment advisory, risk management, consulting services, and tax credit equity services in addition to a boutique private equity structuring and placement practice. Additionally, the firm provides specialized consulting for tax structuring, acquisition and disposition transactions, opportunity zone planning, and custom projects like COVID-19 crisis planning. For more information please visit www.weareaddicus.com.



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