Bernhardt Wealth Management was established in 1994 by Gordon J. Bernhardt, 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.
View Top Employees from Bernhardt Wealth ManagementWebsite | http://www.bernhardtwealth.com/ |
Revenue | $18 million |
Funding | $150000 |
Employees | 8 (8 on RocketReach) |
Founded | 1994 |
Address | 7601 Lewinsville Road Suite 210, McLean, Virginia 22102, US |
Phone | (703) 356-4380 |
Fax | (703) 356-4383 |
Technologies |
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Industry | Financial Services, Investment Banking, Finance |
Competitors | Richard Flint Seminars, SmithImpact |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Bernhardt Wealth Management employee's phone or email?
The Bernhardt Wealth Management annual revenue was $18 million in 2023.
Bonnie Maingault is the Director of Operations of Bernhardt Wealth Management.
8 people are employed at Bernhardt Wealth Management.
Bernhardt Wealth Management is based in McLean, Virginia.
The NAICS codes for Bernhardt Wealth Management are [52, 52393, 523, 5239].
The SIC codes for Bernhardt Wealth Management are [628, 62].