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What you do, offer, or sell. Be clear, not cute
A Wealth Guide Working
in Your Best Interest
Complexity Simplified With A Trusted Fiduciary
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.
Get peace of mind and focus on the things you care about most.
The freedom to concentrate on your business, family, and legacy.
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.
Goals
We listen generously to discover your financial aspirations.
Growth
We build your wealth through team collaboration.
Guidance
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.
Honor Commitments
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.
Fill out the questionnaire for a downloadable pamphlet on how to invest better and smarter.