Insights

HNW Targeting Focus on the Washington, DC area affluent clients Bernhardt already serves, including families, executives, business owners, and retirees. Develop referral partnerships with local CPAs and attorneys and offer joint seminars on wealth management, tax planning, and philanthropy to grow the client base.

Tax and Estate Leverage existing tax and estate planning capabilities to cross sell advanced strategies such as trust structures, intergenerational wealth transfer, philanthropic giving, and charitable planning to deepen client relationships.

Independent Value Position as independent fiduciary to differentiate from tied providers. Potential to introduce additional services like outsourced CIO, risk management, and alternative investments through trusted partners to broaden offerings.

Digital Growth Use current tech stack and digital channels such as LinkedIn, YouTube, and Google Analytics to accelerate lead generation and thought leadership. Deliver webinars, client stories, and educational content tailored to high net worth audiences.

Strategic Partnerships Pursue formal referral networks with accounting firms, law firms, and wealth management peers to scale client acquisition. Explore family office capabilities and succession planning as value added services for business owners.

Bernhardt Wealth Management Tech Stack

Bernhardt Wealth Management uses 8 technology products and services including WordPress, Microsoft 365, Font Awesome, and more. Explore Bernhardt Wealth Management's tech stack below.

  • WordPress
    Content Management System
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • Lightbox
    Javascript Libraries
  • LinkedIn
    Online Community Software
  • PHP
    Programming Languages
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics

Bernhardt Wealth Management's Email Address Formats

Bernhardt Wealth Management uses at least 1 format(s):
Bernhardt Wealth Management Email FormatsExamplePercentage
First@bernhardtwealth.comJohn@bernhardtwealth.com
71%
FLast@bernhardtwealth.comJDoe@bernhardtwealth.com
15%
First.Last@bernhardtwealth.comJohn.Doe@bernhardtwealth.com
14%

Frequently Asked Questions

Where is Bernhardt Wealth Management's headquarters located?

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Bernhardt Wealth Management's main headquarters is located at 7601 Lewinsville Road Suite 210 Tysons, Virginia 22102 United States. The company has employees across 1 continents, including North America.

What is Bernhardt Wealth Management's phone number?

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You can contact Bernhardt Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bernhardt Wealth Management's official website and social media links?

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Bernhardt Wealth Management's official website is bernhardtwealth.com and has social profiles on LinkedIn.

What is Bernhardt Wealth Management's NAICS code?

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Bernhardt Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Bernhardt Wealth Management have currently?

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As of April 2026, Bernhardt Wealth Management has approximately 11 employees across 1 continents, including North America. Key team members include Founder, President And Chief Executive Officer: G. B.Executive Assistant To President And Chief Officer: C. W.Client Service Associate: O. D.. Explore Bernhardt Wealth Management's employee directory with LeadIQ.

What industry does Bernhardt Wealth Management belong to?

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Bernhardt Wealth Management operates in the Financial Services industry.

What technology does Bernhardt Wealth Management use?

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Bernhardt Wealth Management's tech stack includes WordPressMicrosoft 365Font AwesomeLightboxLinkedInPHPYouTubeGoogle Analytics.

What is Bernhardt Wealth Management's email format?

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Bernhardt Wealth Management's email format typically follows the pattern of First@bernhardtwealth.com. Find more Bernhardt Wealth Management email formats with LeadIQ.

When was Bernhardt Wealth Management founded?

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Bernhardt Wealth Management was founded in 1994.

Bernhardt Wealth Management

Financial ServicesVirginia, United States11-50 Employees

Bernhardt Wealth Management was established in 1994 by Gordon J. Bernhardt, CPA, PFS, CFP®, AIF®. The firm provides financial planning and wealth management services to affluent individuals, families, executives, business-owners, and retirees throughout the Washington, DC area. The Bernhardt team understands the particular needs of high-net-worth individuals and is focused on providing high-quality service and independent financial advice to help our clients make informed decisions about their money. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning, and other complex financial issues.

Working with Bernhardt Wealth Management allows our clients to develop a quality of life that enables them to spend time with their families, focus on their businesses or professions, give back to their communities, and pursue other things that are important to them. We are committed to developing a long-term relationship with you built on a foundation of ethics, service and trust. Our focus is on your financial goals so you can focus on creating a quality of life that reflects your deepest values.

Section iconCompany Overview

Headquarters
7601 Lewinsville Road Suite 210 Tysons, Virginia 22102 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Bernhardt Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Bernhardt Wealth Management's revenue is estimated to be in the range of $1M$10M

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