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Bernard C

Series 63

Exton, PA

Capital Analysts

Bernard Comber Jr. is a financial advisor with Capital Analysts in Exton, PA, holding a Series 63 designation and 32 years of industry experience. He has been with Capital Analysts since 2003 and has also maintained his own CPA practice, Comber & Associates, P.C., since 1993. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management supported by an in-house investment management and research team. The firm offers customized portfolio solutions and emphasizes fiduciary responsibility in managing approximately $8.8 billion in assets across its network of advisors.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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