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Andrew N

Series 66

Lone Tree, CO

Bernard Wealth Management Corp.

Andrew Niedermeier is a financial advisor at Bernard Wealth Management Corp. with nine years of industry experience. He holds the Series 66 designation and has worked at Bernard Wealth Management since 2019 and Charles Schwab from 2006 to 2018. Outside of advising, he is a partner in Standy Properties LLC, a real estate investment and property management business. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations, managing approximately $314 million in client assets. The firm offers discretionary portfolio management and financial planning services, utilizing model portfolios that combine mutual funds, ETFs, and select individual stocks aligned with client risk profiles and goals.

Wealth management Tax strategies for small businesses Retirement withdrawal strategies General retirement planning Founder/Business Owner Executive Approaching retirement
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Deanna H

CFP®, Series 63, Series 65

Royal Oak, MI

Bernard Wealth Management Corp.

Deanna Harless is a Certified Financial Planner® with 16 years of industry experience. She is currently with Bernard Wealth Management Corp., where she has worked since 2018, including a brief tenure at Creative Planning, LLC. Her background also includes experience at Securities America Inc. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations through discretionary portfolio management and financial planning. The firm manages approximately $314 million in client assets, employing model portfolios that combine mutual funds, ETFs, and selected individual stocks, with investment strategies tailored to client risk tolerance and life changes.

Wealth management Tax strategies for small businesses Retirement withdrawal strategies General retirement planning Founder/Business Owner Executive Approaching retirement
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Kenneth B

CFA®

Royal Oak, MI

Bernard Wealth Management Corp.

Kenneth Bernard is a CFA® charterholder with 16 years of industry experience. He has been with Bernard Wealth Management Corp. for 15 years. In addition to his advisory role, he is licensed to recommend life insurance products in Michigan and is appointed with Jackson National Life and Brighthouse Financial. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations by providing discretionary portfolio management and financial planning services. The firm manages approximately $314 million in client assets using model portfolios that combine mutual funds, ETFs, and selected individual stocks based on quantitative and fundamental analysis.

Wealth management Tax strategies for small businesses Retirement withdrawal strategies General retirement planning Founder/Business Owner Executive Approaching retirement
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