Your Trusted Wealth Advisor for Business Owners 

A Team Approach to Serve in Your Interest

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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.


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.

Blue Surface

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.

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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

  • Tax Planning    ​

  • Pension Planning  

  • Debt Analysis

  • Buy/Sell Agreements       

  • Risk Management           

  • Investment Planning

  • Asset Protection            

  • Exit Planning

Personal Planning

  • Investment Management

  • Marriage Planning

  • Children’s Education

  • Protection Planning

  • Education Planning

  • Retirement Planning

  • Divorce Transition

  • 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.

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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.