The Team at Bernhardt Wealth Management
has joined forces with Modera Wealth Management.
We are excited to announce that the team at Bernhardt Wealth Management (BWM) has officially joined forces with Modera Wealth Management (Modera).
BWM and Modera share the same investment approach and wealth management philosophy, and are both dedicated to providing independent, fee-only advice to you. We feel this will enhance the resources and expertise we can provide while maintaining a personalized relationship with you.
The entire staff of BWM has joined Modera and will continue to serve clients from our current offices in McLean, VA.
The phone number to reach us is also unchanged at (703) 356-4380.
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To learn more about Gordon’s book, Buen Camino: What a Hike through Spain Taught Me about Investing and Life, click here.
Click here to access Profiles in Success to read about or listen to successful entrepreneurs and executives.
We are extremely grateful for the trust and confidence you, our clients, have placed in us. We look forward to serving as your family’s and your trusted and reliable wealth guide on your financial journey through life.
Gordon J. Bernhardt