Clients' Interests Come First at Fee-Only Wealth Management Firm
MCLEAN, Va., August 16, 2017 (Newswire.com) - Bernhardt Wealth Management, a Virginia-based Registered Investment Advisor, has been named to Financial Advisor magazine’s 2017 Top RIA Rankings. Founded in 1994 by Gordon J. Bernhard, CPA, PFS, CFP®, AIF®, Bernhardt Wealth Management is an independent, fee-only financial advisory firm that provides comprehensive financial planning and wealth management services for successful families and individuals, corporate executives and small-business owners.
The ranking is based on assets under management and comprises more than 600 firms. To be eligible for ranking, firms must be an independent RIA, file their own ADV statement with the SEC, and provide financial planning and related services to individual clients.
"While we are certainly pleased with the firm's growth this year, our focus has always been and continues to be on our relationships with existing clients," said Bernhardt. "We feel it's important as a firm to remain conscientious and intentional about optimizing our clients' experiences and maintaining the utmost integrity while guiding them to the right financial solutions for their situation."
While we are certainly pleased with the firm's growth this year, our focus has always been and continues to be on our relationships with existing clients. We feel it's important as a firm to remain conscientious and intentional about optimizing our clients' experiences and maintaining the utmost integrity while guiding them to the right financial solutions for their situation.
With so many people calling themselves advisors it can be difficult to decide who is right for the job. Not all professionals who refer to themselves as "financial planners" are required to hold a certification or to even put a client's interests above their own. Bernhardt Wealth Management stands out as a firm that has faithfully adhered to the rigorous educational and legal fiduciary standard since its inception.
"We believe acting as a fiduciary best serves our clients – always," said Principal and Senior Advisor Tim Koehl. "We've had the education and taken the steps that legally bind us to make only recommendations that are impartial, to place client interests first, and to disclose all fees and conflicts of interest that may exist concerning recommendations."
"At Bernhardt Wealth Management, we have a clear mission of acting as a fiduciary, providing comprehensive wealth management services and exceeding client expectations. We help clients achieve their financial goals by listening closely to their story, and spending a great deal of time reviewing options and deciding on the right, and best solutions for their long-term success," added Solon Vlasto, Principal and Senior Advisor.
Bernhardt attributes the firm’s success to a commitment to maintaining the utmost of integrity. "Rest assured you can count on each and every one of us to keep our word, do the right thing for you 100 percent of the time, and guide you to the right solutions, even if they have no financial impact or benefit to us directly."
ABOUT BERNHARDT WEALTH MANAGEMENT
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 and business-owners throughout the Washington, D.C. area. The Bernhardt team is focused on providing high-quality service and independent financial advice to help clients make informed decisions about their money. For more information, visit bernhardtwealth.com.
*source: Financial Advisor Magazine, July 2017
Disclosure Statement: Past results are not indicative of future results. 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. Any communications with prospective clients residing in states or international jurisdictions where BWM and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Source: Bernhardt Wealth Management