Bernhardt Wealth Management

Bernhardt Wealth Management

Financial Services, 7601 Lewinsville Rd, McLean, Virginia, 22102, United States, 11-50 Employees

bernhardtwealth.com

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Who is 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 individua...

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  • 7601 Lewinsville Rd, McLean, Virginia, 22102, United States Headquarters: 7601 Lewinsville Rd, McLean, Virginia, 22102, United States
  • 1994 Date Founded: 1994
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Bernhardt Wealth Management Org Chart and Mapping

Employees

Blake Willis

Client Service Associate

Cindy Toukan

Client Service and Operations Associate

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Frequently Asked Questions Regarding Bernhardt Wealth Management

Answer: Bernhardt Wealth Management's headquarters are located at 7601 Lewinsville Rd, McLean, Virginia, 22102, United States

Answer: Bernhardt Wealth Management's phone number is 17*********

Answer: Bernhardt Wealth Management's official website is https://bernhardtwealth.com

Answer: Bernhardt Wealth Management's revenue is $5 Million to $10 Million

Answer: Bernhardt Wealth Management's SIC: 6282

Answer: Bernhardt Wealth Management's NAICS: 523940

Answer: Bernhardt Wealth Management has 11-50 employees

Answer: Bernhardt Wealth Management is in Financial Services

Answer: Bernhardt Wealth Management contact info: Phone number: 17********* Website: https://bernhardtwealth.com

Answer: 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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