What you do, offer, or sell. Be clear, not cute
Complex Financial Matters
Get professional guidance to navigate the multifaceted areas of growing your wealth.
Keeping up with the Market
Let us keep up with the nuances of the financial industry, so you can focus on what you enjoy.
Afraid of Making Costly Mistakes
Use our team approach to arm yourself with knowledge and data to make good decisions.
Finding Someone to Trust
As a Fiduciary, we work in your best interest versus a Wall Street commission structure.
Why choose a fee-only fiduciary advisor?
Personal Legacy Roadmap℠
We have created a long-term approach to help you be the hero of your journey.
We listen generously to discover your financial aspirations.
We build your wealth through team collaboration.
We help navigate your journey and optimize your portfolio.
The Bernhardt Way
We believe in creating relationships built on a foundation of trust in order to make the maximum possible impact in the life of you and your family.
We Care Like You Are Family
We do the small things that show we're attentive to our clients.
Fanatic About Response Time
We respond to your questions and concerns quickly.
We do what we say we’re going to do, when we say we're going to do it
Clear On Expectations
We create clarity by discussing expectations upfront.
Uncertainty doesn’t have to be in your future with the proper guidance.
Let's Get Started
Let's discover if a trusted fiduciary is right for you and your financial goals, dreams, and aspirations.
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