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Your Trusted Wealth Advisor for Business Owners
A Team Approach to Serve in Your Interest
A Trusted Network
We have a network of expert advisors working together to guide you from expansion to exit.
Reach out for any business challenges and how our team of experts can help you.
Business Complexities
Let our team of experts identify your gaps and guide you through the intricacies of taxes, Investments, and wealth planning.
Performance
As fiduciary to the business community, we serve you through success not commsions.
Your Time
Let us maximize your time with vetted experts we can refer you to cover your blindspots.
Get a trusted team of experts to guide your business, so you can focus on the things that matter most:
Your family, your business, and the causes that matter most to you.
A Network of Expert Guides
You need a holistic integrated financial plan for both your business
and personal finances to reduce risks and maximize tax benefits.
At Bernhardt, we provide a network of trusted experts to guide you to your goals.
Business Planning
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Tax Planning
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Pension Planning
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Debt Analysis
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Buy/Sell Agreements
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Risk Management
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Investment Planning
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Asset Protection
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Exit Planning
Personal Planning
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Investment Management
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Marriage Planning
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Children’s Education
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Protection Planning
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Education Planning
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Retirement Planning
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Divorce Transition
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Estate Planning
Agreement Plan
Understand Owners
We've worked with dozens of small businesses to guide their financial goals.
Offer Perspective
We give you a sounding board to work through challenges
We’ll treat you like family
We do the small things that show we're attentive to you.
Fanatical Responsive Time
We respond to your questions and concerns quickly.
Stop feeling the burden of handling financial planning for your business on your own.
Let us plan your Personal Legacy Roadmap℠ for you, your family, and your business.