In the News
April Fooleries Periodical (04/01/2020)
Our very own C.H.A.R.M.ing CEO, Gordon Bernhardt was recently surprised at his home during the COVID-19 stay-at-home orders with recognition for his commitment to Captivating. Humor. And. Respectable. Mockery. “I always knew he was good for a laugh, but honestly, I never imagined he would achieve C.H.A.R.M.er status,” quipped an employee of Bernhardt Wealth Management who wished to remain anonymous.”
Inside NOVA (12/17/2019)
At the recent Profiles in Success Celebration event, Gordon Bernhardt describes his purpose behind the nearly 15 book volumes and 600 plus interviews with business leaders throughout the Washington D.C. area, "We all have our own Profile which can inspire one, 100, or 1,000 people to have a better and richer life.”
Bernhardt is recognized by the world's leading CEO peer-advisory organization for his stand-out leadership and exceptional impact on a community of business executives.
This summer was a season of celebrations for Bernhardt Wealth Management. A quarter century of serving the Washington D.C. area has resulted in positive growth and valued long-term relationships.
Markets Insider (11/15/2018)
Gordon Bernhardt was among a group of leading fiduciary planners who convened to craft a guide for consumers and clarify and confusion regarding the differences between a broker and an advisor based on the SEC's Reg BI.
Financial Advisor (07/01/2017)
Bernhardt Wealth Management was proudly named to Financial Advisor magazine’s list of Top Registered Investment Advisors (RIAs). This national survey ranks RIAs by total assets under management.
Wall Street Journal “Five Star Wealth Managers You Need to Know” (02/13/2017)
The fee-only financial advisors and fiduciaries at Bernhardt Wealth Management have been recognized as Five Star Wealth Managers for 2017. The Five Star designation assists consumers in selecting a service professional that other consumers say provides exceptional client satisfaction and service.
US News & World Report (01/03/2017)
Gordon Bernhardt suggests, “Rebalance with a purpose.” Periodically rebalancing your portfolio can help to correct investments that have steered off course, but it’s important to consider the bigger picture in terms of risk.
US News & World Report (05/10/2016)
Timothy S. Koehl, director of financial planning at Bernhardt Wealth Management, explains the importance of a diversified portfolio that has a better balance of risk versus return.
US News & World Report (04/22/2016)
When picking a retirement strategy, entrepreneur’s have several options, explains Gordon Bernhardt. However, for employees who don’t have a 401(k), there are fewer choices – but save into an IRA or Roth IRA.
The Street (03/31/2016)
Gordon Bernhardt explains that funding a contribution on January 1 every year means the funding has 15.5 months to “work for the investor” compared to people who wait until April 15.
Fiduciary News (09/01/2015)
Gordon Bernhardt says more is not necessarily better when it comes to retirement plans. Offering so many investment options often makes it that much more confusing for plan participants.
Bernhardt Wealth Management has once again been named to Financial Advisor magazine’s 2015 Top RIA Rankings. each of the firm’s three wealth managers were also recognized as a Five Star Wealth Management Professional by Modern Luxury Magazine..
Gordon Bernhardt shares with Reuters the benefits he gained from spending days hiking the Grand Canyon completely unplugged from any kind of mobile or internet service, an experience he believes everyone can benefit from these days.
Wall Street Journal (04/03/2015)
Gordon Bernhardt was profiled by the Wall Street Journal for his unique way of connecting like-minded business leaders in the D.C. community. He has interviewed more than 400 people and now is finishing up the ninth volume in his series of books.
The Celebration of Profiles in Success, sponsored by Bernhardt Wealth Management, marked the completion of over 350 stories of real, relatable people in the D.C. metropolitan community who are accomplishing remarkable things every day. Over one hundred CEOs, entrepreneurs, and leaders gathered at the inaugural event to connect, reflect and celebrate the book series.
Gordon Bernhardt was asked to write a review of keynote presentation by Peter Diamandis, the founder and chairman of the XPRIZE Foundation, co-founder and chairman of Singularity University, co-author of the New York Times bestseller “Abundance: The Future is Better Than You Think,” and the founder or co-founder of several other companies.
Washington Business Journal (01/28/2015)
As partner, Tim Koehl will have ownership in the company and be involved in all aspects of the business including development and execution of strategic initiatives, new business and staffing while continuing to serve clients.
Bernhardt Wealth Management recently hosted Celebration of Profiles in Success. Nearly 200 of the area’s most successful entrepreneurs and executives gathered for the inaugural event in acknowledgement for the professional gifts they share with future business leaders.
In a special recognition appearing in the November 2014 issue of Washingtonian magazine, Gordon Bernhardt is listed among the 2014 Top Fee-Only Financial Planners in the Washington D.C. area.
Northern Virginia Magazine (09/10/2014)
Gordon Bernhardt and Tim Koehl of Bernhardt Wealth Management, have both been named to Northern Virginia Magazine’s Top Financial Professionals List for 2014. The advisors were selected after being nominated by their industry peers.
Washington Business Journal (09/08/2014)
New Senior Financial Advisor, Solon Vlasto will be delivering unbiased advice in all aspects of wealth management, including investment management, retirement planning, tax planning, college saving, estate planning and other complex financial issues.
Wall Street Journal (09/06/2014)
Solon Vlasto discusses important financial considerations before filing for divorce.
Main Street (12/23/2013)
Gordon Bernhardt shares year-end tax planning tips to help hold on to your hard earned dollars.
Virginia Business (10/30/2013)
Gordon Bernhardt, CPA, PFS, CFP®, AIF®, has been identified as a 2013 Virginia “Super CPA” in the personal financial planning category by Virginia Business magazine.
Main Street (10/25/2013)
Gordon Bernhardt advises Gen-X and -Y professionals to fund their employer-sponsored plan before they fund a Roth IRA in order to take advantage of the employer match.
Wall Street Journal (8/02/2013) | MarketWatch (8/07/2013)
“While each investor’s situation will vary, investments that generate a lot of income that would be taxable at ordinary-income rates are a good fit for tax-sheltered accounts.” explains Gordon Bernhardt.
Wall Street Journal (7/05/2013)
Gordon Bernhardt suggested that investors need to make sure they understand the strategy and investment objectives when funds are merged together to create a new fund.
Financial Advisor (7/03/2013)
Bernhardt Wealth Management was once again named to Financial Advisor magazine’s list of Top Registered Investment Advisors (RIAs). This national survey ranks RIAs by total assets under management.
Wall Street Journal (5/25/2013)
Gordon Bernhardt is quoted sharing his perspective about paying off a mortgage.
Financial Planning magazine (2/26/2013)
Gordon Bernhardt is featured in this article about serving the financial management needs of business owners.
Research magazine (2/22/2013)
Gordon Bernhardt is quoted discussing new strategies for a transformed tax environment.
Fox 5 News WTTG (1/02/2013)
Gordon Bernhardt talks about financial planning for the new year after the Fiscal Cliff is resolved.
Gordon Bernhardt shares his observations of the TD Ameritrade National Conference, including meeting Condi Rice and hearing her speak.
Gordon Bernhardt offered tips for adult children to protect aging parents from financial abuse.
Washington Post (9/20/2012)
Gordon Bernhardt was asked for his thoughts regarding new census numbers indicating the Washington region has emerged from the recession looking even more affluent compared with the rest of the country.
Financial Advisor (7/15/2012)
Bernhardt Wealth Management was named to Financial Advisor magazine’s list of Top Registered Investment Advisors (RIAs). This national survey ranks RIAs by total assets under management.
Voice America Radio (7/12/2012)
Discussing Money Management 101: A Family Business Affair, Gordon Bernhardt helps young adults decipher how best to manage their money.
Sharing his opinions about what makes an advisory firm successful, Gordon Bernhardt described the benefits of being an independent investment advisor providing financial advice without conflict of interest.
Investment News (2/04/2012)
In an article discussing the importance of understanding the emotional underpinnings of behavior in order to help clients avoid mistakes, Gordon Bernhardt explained his efforts to adapt his communication style to meet the needs of individual clients.
Disclosures Magazine (2/1/2012)
An excerpt from Gordon Bernhardt’s book Profiles in Success Volume 1 featuring Chris Helmruth, managing partner at SC&H Group, was published in an industry publication for CPAs.
Wall Street Journal (1/26/12)
Advisors need prior approval before sharing any financial information with a client’s family or friends, but as Gordon Bernhardt shares, the ability to do so could be necessary in cases of sudden illness, an accident or signs of diminished mental capacity.
CNN Money (1/13/2012)
Gordon Bernhardt suggested a brokerage cash-management account as a viable alternative to traditional bank checking. Since the firms hope you’ll use money you store to buy investments, they don’t nickel-and-dime the cash accounts.
Modern Luxury Magazine (1/01/2012)
The Bernhardt Wealth Management team was honored to be named among a prominent list of well-respected local wealth managers.
Disclosures Magazine (1/01/2012)
An excerpt from Gordon Bernhardt’s book, “Profiles in Success: Inspiration from Executive Leaders in the Washington D.C. Area Volume 1” was published in this magazine for the Virginia Society of CPAs. Bernhardt tells the story of Chris Helmrath, managing partner at SC&H Group.
Financial Planning (12/19/2011)
“Profiles in Success: Inspiration from Executive Leaders in the Washington D.C. Area,” by Gordon Bernhardt is featured in this article for fellow wealth managers.
Financial Advisor Magazine (9/01/2011)
Gordon Bernhardt advises peers to seek professional assistance when writing a book. “I believe in delegating as much as you can to people who know what they are doing so I can focus on the things that I am good at,” he says.
NAPFA Magazine (9/01/2011)
A profile featuring Gordon Bernhardt offers his peers lessons he learned while developing his practice. “When all conflicts of interest were removed, I was able to become more passionate about what I was doing.”
Washington Post (8/12/2011)
Gordon Bernhardt tells investors that the current market conditions can be viewed as a buying opportunity. “Every investor should have some sort of market allocation plan. Now is the time to rebalance and get back to that original strategy.”
Good News In The Latest Jobs Report ~ WBAL-TV (8/09/2011)
“Talk to someone you can trust. Get a second opinion on your portfolio. And then make more informed decisions in order to make the best decision for your circumstances,” Gordon Bernhardt tells investors concerned about rocky market conditions.
Bernhardt Wealth Management Named Top RIA Again ~ Yahoo! Finance (8/03/2011)
Financial Advisor magazine named Bernhardt Wealth Management on their list of Top Registered Investment Advisors (RIAs). This national survey ranks RIAs by total assets under management.
Helping Clients with Philanthropic Giving ~ Registered Rep (8/01/2011)
According to Gordon Bernhardt, one of the benefits of helping clients with their charitable endeavors is often the chance to work with additional family members. “The more you know about the entire family situation, the more opportunities there are for creative solutions.”
Get the most out of any business event ~ SmartCEO (6/01/2011)
As the CEO of a small business, Gordon Bernhardt explains how doing what he enjoys leads to richer results.
Compliance: Why One Advisor Outsources ~ RIA Central (4/18/2011)
Gordon Bernhardt details the value of partnering with an outside resource to supervise his firm’s compliance responsibilities.
Mortgage Interest Deduction Could Be Cut ~ WUSA – CBS 9 (4/14/2011)
Everyone is going to have to contribute in order to reduce the federal deficit and the mortgage interest deduction is one item that may need some reform, explained Gordon Bernhardt.
Common tax mistakes to avoid ~ WTOP-AM Radio (3/28/2011)
Gordon Bernhardt shares some of the most common tax mistakes that occur this time of year and the importance of taking advantage of tax opportunities in order to be a good steward of your money.
Even in tough times, it’s best to avoid life insurance cutbacks ~ USA Today (3/25/2011)
Asked for his insight regarding common insurance pluses and pitfalls, Gordon Bernhardt explains why now is not the time to allow a term insurance policy to lapse.
Planning ahead key to preparing for tax hikes ~ WTOP-AM Radio (2/27/2011)
Gordon Bernhardt provides tax tips for individuals trying to recover from hits their retirement accounts may have taken in recent years.
Tax Prep Tips from Bernhardt Wealth Management ~FOX News Channel 5 – DC (2/22/2011)
With less than two months left to file your 2010 tax returns, Gordon Bernhardt offers suggestions to make the task a little easier.
The key to balancing the budget ~ RIABiz (2/8/2011)
Gordon Bernhardt offered an overview of the National Commission on Fiscal Responsibility and Reform co-chairs, Alan Simpson’s and Erskine Bowles’s presentation during the TD Ameritrade conference. The speakers addressed their recommendations for balancing the federal budget.
Give the Gift of an IRA ~ WTOP-AM Radio (12/11/10)
Bernhardt shares financial gift-giving ideas for this holiday season.
5 Ways to Save Money in Retirement ~ Bankrate.com/Yahoo! Finance (11/17/10)
In retirement, it’s time to spend wisely. Dining out is one place to put your budget on a diet, says Bernhardt.
They Know Money: Fee-Only Advisers ~ The Washingtonian (11/15/10)
Gordon Bernhardt was named one of the area’s best financial planners, wealth advisers, tax accountants, insurance experts, and estate attorneys.
The Sandwich Generation ~ Wealth Manager Insight (10/1/2010)
Whether caring for aging parents or living with adult children, advanced planning can help reduce stress associated with family dynamics as well as financial strain.
Wisely Spend Income Tax Returns ~ Insurance-Website (9/30/10)
Long gone are the days of spending an income tax return on splurges.
Rebuilding Trust: Independent Advisor Offers Practical Tips to Improve Trust and Financial Health ~ Stock Markets Review (9/30/10)
Trust can take years to build and just seconds to destroy. Finding a trustworthy financial professional is essential.
Are You Breaking the Investing Rules With Your ETFs? ~ AOL Daily Finance (6/23/2010)
Exchange-traded funds are lauded for their low cost, tax efficiency, and transparency. However, investors can get it twisted and use ETFs in ways that go against solid, good old-fashioned investing principles. What are some of the rules that are being broken?
10 Questions to Ask Prospective Clients ~ Investment News (6/15/2010)
When building a long-term relationship getting to really know the people is essential.
Learn From Your Tax Return ~ Money Magazine (4/6/2010)
Here are a few planning opportunities your tax return can present.
Landmarks on the Road to Retirement ~ Kiplinger’s Retirement Report (1/1/2010)
Get the skinny on these four age milestones in retirement – and what they mean for you and your financial security.
How to Suggest Trading Toys for Tuition ~ Savingforcollege.com (1/1/2010)
How to encourage relatives and friends to donate to your child’s education instead of buying toys and games.
Socially Responsible Investing ~ Today’s Chiropractic Lifestyle (1/1/2010)
Socially responsible investing (SRI) is an investment strategy in which the investor seeks a financial return while doing good, i.e., social good.
The CEO Show ~ Executive Leaders Radio (12/12/2009)
This program shares the stories and wisdom of leaders like Gordon Bernhardt with a diverse listener audience with the goal of helping others achieve the level of success that Gordon Bernhardt has.
Tried and True ~ Investment Advisor (11/1/2009)
Roundtable of RIAs discuss lessons and outcomes of recession, fraud, and volatility.
Book Recommendations to Other CEOs ~ Washington SmartCEO (7/1/2009)
QBQ! The Question Behind the Question: Practicing Personal Accountability at Work and in Life by John G. Miller is a must-read for the executive and his or her team because it preaches personal accountability.
Plenty of Savings, No Investing Strategy ~ Money Magazine (6/25/2009)
Money Makeover Problem: They have way too many funds, but not enough diversification.
Do You Pay for Personal Calls on Your Work Cell? ~ New York Times (6/12/2009)
Worrying that inflation is inevitable, bond ladders may be advisable for those with at least $250,000 to invest.
Advisers Seek Ways to Buffer Seniors in Downturns ~ Investment News (6/5/2009)
So-called safe investments such as bond ladders, CDs and short-term-bond funds are key to creating a regular income for retirees.
Retirement Advice for Freelancers ~ U.S. News & World Report (6/4/2009)
There are plenty of options for the self-employed who are looking to keep their savings on track.
Mary Schapiro Said to Backtrack on Third-Party Compliance Audits ~ Investment News (5/31/2009)
Custodian investment advisers still face surprise asset verification checkups.
Charitable Giving in Rocky Times ~ Kiplinger’s Retirement Report (5/29/2009)
“This is a time for people to be heroes for charities.” If you’re short on cash, give charities stock, household items and your time.
Spike In Financial Stocks Stirs Hopes For Big Banks ~ Investment News (4/19/2009)
Too many unknowns make the sector a dicey bet for investors. Hold off on speculation.
Spend Wisely – Repost of CNN Money Article ~ I Am Just Sharing – Blog (4/17/2009)
Expecting a hefty tax refund this year? Gordon Bernhardt weighs in on how your priorities for that money ought to stack up in today’s economy.
How to Spend Your Tax Refund ~ Soulciti.com (Subscription Required – 4/16/2009)
Gordon Bernhardt shares his insight regarding how to spend any kind of tax refund this year.
Avoiding a Tax Hangover ~ Associated Press (4/16/2009)
If you’re trying to sell a home that’s worth less than you paid for it, you can’t write off the loss if you sell. So consider renting the house out while you wait for prices to recover, suggests Gordon Bernhardt.
Tax Refund: How to Spend $2,705 ~ CNN Money (4/15/2009)
Here are some tips from the pros on the best way to spend your refund cash from Uncle Sam.
Last Minute Tax Tips ~ WTTG FOX 5 DC (4/10/2009)
Gordon Bernhardt shares last minute tax tips to help those frantically scrambling to get their taxes in order.
Risky Business: Can Personal Financial Advisors be Blamed for the Downturn? ~ Northern Virginia Magazine (4/1/2009)
Economic troubles that developed from plans put in place long before disaster struck caught not just investors by surprise, but their advisors as well.
Tough Times Have Some Questioning their 401(K) ~ Hearst Argyle Baltimore (3/30/2009)
For years, Americans were told to put their money in the market. After months of decline, some are wondering if they should be doing anything different.
Advisers Grapple With Stress Amid Downturn ~ Investment News (3/8/2009)
Concerns over economic woes and market meltdown fuel guilt and depression. Gordon Bernhardt recently took a 14-mile weekend hike to relieve stress.
Executive On Board: The Value of Joining Another Board of Directors ~ SmartCEO magazine (3/1/2009)
“I think there are so many good charities out there, but if I’m being proactive, I’m going to go after something I feel passionate about – usually something that helps youth of our country.”
Structural Support: Four Ways You Can Shore Up Your Retirement Nest Egg ~ MarketWatch.com (2/8/2009)
Gordon Bernhardt is suggesting some clients tighten their belts when it comes to savings withdrawals.
Income Planners Take Note: Madoff, a Cautionary Tale ~ Life and Health Insurance News (1/28/2009)
The Madoff debacle reinforces the need for diversification of assets and for due diligence. Gordon Bernhardt says investors should “never” give complete custody of assets to an advisor and should get statements from an independent third party.
9 Financial Resolutions for 2009 ~ MSN Money (1/1/2009)
Start with a reality check – and then get smarter about your investments, retirement plans and your home. Here are experts’ suggestions.
Stock Losses in IRAs ~ Kiplinger’s Retirement Report (12/1/2008)
With the stock market nosedive, your IRA likely fell hard. But there may be opportunities to turn your loss into gain.
Honors and Achievements ~ The Chadron Record (11/18/2008)
Gordon Bernhardt, CFP, CPA, PFS and president of Bernhardt Wealth Management, has been recognized by Virginia Business magazine and the Virginia Society of Certified Public Accountants (VSCPA) as a “Super CPA” for 2008.
Retirement Boot Camp ~ BusinessWeek (9/25/2008)