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  2. Timothy S. Koehl

Timothy S. Koehl

Timothy S. Koehl, AAMS®, CFP®

Principal

My name is Tim and I believe in fully supporting the causes, issues and challenges that are important to your financial well-being.

When I work with you, I …

  • Listen to your needs with sincerity and a desire to understand.
  • Continue to confirm what is important to you throughout our ongoing relationship.
  • Commit to being responsive and reassure you we are here whenever you need us.
  • Consider it an honor to be an integral part of your planning process and strive to find better ways to meet your needs.
  • Share concepts in a manner that is clear and makes sense to you.
  • Follow up with you regularly to discover what’s changed and identify new or shifting priorities.

Areas of Expertise

  • Comprehensive Financial Planning
  • Wealth Management
  • Asset Allocation
  • College Savings Plans

Certifications

  • Accredited Asset Management SpecialistSM
  • CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
  • Executive Certificate in Financial Planning Georgetown University
  • Series 66 Securities License

Education

  • Miami University, Bachelor of Arts, Geography

Organizations

  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Planning Association (FPA)

Media

  • Author, Political Geography: The Inscription of Difference
  • US News & World Report
  • Washington Business Journal 

My Story

Having worked in the financial services industry for over 20 years, I literally grew up immersed in the business. My father became a financial advisor shortly after the stock market crash of 1987 and both of my brothers also work in financial services. The positive impact Dad had on his clients’ lives inspired me. He taught me that when putting clients first, focusing on their goals and aspirations, I too could help people achieve their dreams.

While applying a disciplined approach to investing and personal finances I develop a uniquely customized approach for each client’s planning needs, objectives and goals. The entire process revolves around you. Only after fully understanding your situation will I begin charting a course to help ensure long-term financial security.

I come from a rural, blue collar community in Ohio, where hard work was the norm. This had a tremendous influence on my work ethic, as well as my passion for the outdoors and a desire to protect our waterways and wilderness areas. I enjoy so many different outdoor activities that my garage now resembles the inside of an REI store.

Contact Me

Tim@BernhardtWealth.com

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As a firm, we:

  • Maintain a culture consistent with our four core values of Character, Chemistry, Caring and Competence.
  • Pride ourselves on having the utmost integrity. Rest assured, you can count on each and every one of us to keep our word.
  • Do the right thing for you 100% of the time, and guide you to the right solutions, even if they have no financial impact or don’t serve us directly.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (703) 356-4380
Toll Free: (888) 356-4380
Fax: (703) 356-4383

Email: gordon@BernhardtWealth.com

7601 Lewinsville Road, Suite 210, McLean, VA 22102

       

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Bernhardt Wealth Management, Inc. (BWM) is a registered investment advisor with the Securities & Exchange Commission. BWM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is only for information distribution regarding BWM products and services as well as general investor education. All information is provided for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

 

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