A complete list of active advisors currently associated with Bernard & Johnson Family Wealth Management

Warmer can help you find a great advisor at Bernard & Johnson Family Wealth Management or one who fits your needs even better.

Bernard & Johnson Family Wealth Management works with individuals, families, trusts, small businesses and retirement plans — including high‑net‑worth clients — providing financial planning and discretionary investment management combined with retirement‑plan advisory services. The firm reports managing about $113 million for roughly 89 clients and serves as an ERISA fiduciary when advising retirement plans. Financial planning is the foundation for the firm’s advice, and it typically implements customized, long‑term strategies through institutional money managers accessed via mutual funds, ETFs and separately managed accounts while monitoring and rebalancing portfolios. The firm generally favors institutional no‑transaction‑fee funds where possible, may retain legacy individual positions, and uses ongoing reviews and occasional short‑term trades for rebalancing or tax management. Distinctive features include a recent transition from state registration to SEC registration and advisors who hold both CFP certification and the Accredited Domestic Partnership Advisor (ADPA) designation, indicating attention to domestic‑partnership and complex family planning issues. The firm’s principals have atypical professional and community backgrounds in the performing arts, maintain an institutional custody relationship that provides economic benefits to the firm, and implement independent managers while not receiving compensation from those managers.

To learn more about the advisors currently working at Bernard & Johnson Family Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.