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Bernhardt Wealth Management Employee Directory

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.

Find Bernhardt Wealth Management employees' phone numbers or email addresses

Bernhardt Wealth Management Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Bernhardt Wealth Management's Leadership

  • Stylized image of a person
    G. B.
    Founder, President And Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Executive Assistant To President And Chief Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    O. D.
    Client Service Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    O. L.
    Client Service Associate
    Phone icon
    Mobile Phone

Bernhardt Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Operations
  • Administrative
  • Other
  • Banking
  • Accounting
  • Analytics
  • Arts & Design

Contact profiles from Bernhardt Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. W.
    Executive Assistant To President And Chief Officer
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    G. B.
    Founder, President And Chief Executive Officer
    Phone icon
    Mobile Phone
    Jul 01, 2024
  • Stylized image of a person
    O. D.
    Client Service Associate
    Phone icon
    Mobile Phone
    UNITED STATES
    Dec 30, 2023
  • Stylized image of a person
    O. L.
    Client Service Associate
    Phone icon
    Mobile Phone
    United StatesVirginia
    Sep 18, 2024

Frequently Asked Questions

What is Bernhardt Wealth Management known for?

Minus sign iconPlus sign iconBernhardt Wealth Management was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 7601 Lewinsville Road Suite 210 Tysons, Virginia 22102 United States; you can contact the main corporate office by phone at
+1-888-356-****
. Explore Bernhardt Wealth Management's company overview page for more information.

What is Bernhardt Wealth Management's most common email format?

Minus sign iconPlus sign iconBernhardt Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bernhardt Wealth Management email formats with LeadIQ.

How many employees does Bernhardt Wealth Management have currently?

Minus sign iconPlus sign iconBernhardt Wealth Management has approximately 11 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Bernhardt Wealth Management's key employees and leadership?

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As of April 2026, Bernhardt Wealth Management's key employees include:

  • Founder, President And Chief Executive Officer: G. B.
  • Executive Assistant To President And Chief Officer: C. W.
  • Client Service Associate: O. D.
  • Client Service Associate: O. L.

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