Bernhardt Wealth Management Email Format

Financial ServicesVirginia, United States11-50 Employees

Bernhardt Wealth Management provides financial planning and wealth management services to affluent individuals, families, executives, business owners, and retirees in the Washington, DC area. The firm, founded in 1994 by Gordon J. Bernhardt, CPA, PFS, CFP, AIF, emphasizes independent financial advice and a consultative approach that covers investment management, retirement planning, tax planning, philanthropic giving, and estate planning. Based in Tysons, Virginia, it operates as a relationship-driven advisory practice focused on long-term engagement that aligns financial decisions with clients' goals and valued quality of life.
It functions within the financial services sector as a registered investment advisor serving high-net-worth clients with an emphasis on ethics, service, and trust. In 2017, Bernhardt Wealth Management was recognized in Financial Advisor magazine's Top RIA Rankings, reflecting its standing among advisory firms.

Sign up for free to view info

Company overview Employee directory