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 advises individuals, families, trusts, small businesses and retirement plans — serving both high‑net‑worth and non‑HNW households — with financial planning as the foundation of its work alongside discretionary investment management and retirement‑plan advisory services. The firm also provides ERISA fiduciary support to plan sponsors, including investment policy design, vendor due diligence and 404(c) assistance. The firm constructs customized, long‑term portfolios implemented primarily through institutional money managers, mutual funds and ETFs, and may use unaffiliated independent managers for portions of client assets; it generally avoids recommending individual securities except to retain legacy positions. Portfolios are rebalanced and monitored regularly, the firm favors institutional no‑transaction‑fee funds where possible, and custody and execution are directed through an institutional platform while the advisor does not accept custody of client assets. Compared with many peers, the firm’s advisors hold both CFP and ADPA credentials and note experience advising domestic partners, a specialization that is less common among similar firms. The firm is also distinctive for principals with professional backgrounds and active roles in the performing‑arts community, and it has recently transitioned to SEC registration, marking a change in its regulatory status.

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.