Bernhardt Wealth Management Employee Directory

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.

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Bernhardt Wealth Management Global Highlights

North America
19

United States Of America
19

Bernhardt Wealth Management's Leadership

C. W.
Executive Assistant To President And Chief Officer
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G. B.
Founder, President And Chief Executive Officer
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B. J. M.
Director Of Operations
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J. H.
Country Manager
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S. V.
Principal
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A. D.
Associate Advisor
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B. W.
Client Service Associate Ii
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C. D.
Client Service Associate I
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Bernhardt Wealth Management Employee Metrics

100%

50%

0%

2024

2023

Operations
Administrative
Other

Contact profiles from Bernhardt Wealth Management

Name

Title

Contact Info

Location

Last Update

C. W.
Executive Assistant To President And Chief Officer
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Mobile Phone
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UNITED STATES
Mar 08, 2023
G. B.
Founder, President And Chief Executive Officer
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Email
Jul 07, 2024
B. J. M.
Director Of Operations
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Email
United StatesVirginia
Sep 13, 2024
J. H.
Country Manager
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Email
United StatesNorth Carolina
Sep 12, 2024
S. V.
Principal
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United StatesVirginia
Sep 23, 2024
A. D.
Associate Advisor
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United StatesVirginia
Sep 18, 2024
B. W.
Client Service Associate Ii
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UNITED STATES
Jul 08, 2024
C. D.
Client Service Associate I
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United StatesCalifornia
Sep 15, 2024
C. T.
Client Service And Operations Associate
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Email
United StatesVirginia
Sep 17, 2024
J. R.
Advisor
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Email
United StatesDistrict of Columbia
Sep 13, 2024

Frequently Asked Questions

What is Bernhardt Wealth Management known for?

Bernhardt 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 McLean, Virginia 22102 US; 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?

Bernhardt 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?

Bernhardt Wealth Management has approximately 11 employees as of January 2022. These team members are located across 1 continents, including North America.

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

As of January 2022, Bernhardt Wealth Management's key employees include:

Executive Assistant To President And Chief Officer: C. W.
Founder, President And Chief Executive Officer: G. B.
Director Of Operations: B. J. M.
Country Manager: J. H.
Principal: S. V.

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