A complete list of active advisors currently associated with Bernard Wealth Management Corp.

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

Bernard Wealth Management serves individuals (including high-net-worth clients), businesses, charitable organizations, and qualified retirement plans, providing portfolio management, financial and retirement planning, and plan consulting. The firm offers both ongoing discretionary portfolio management and standalone or hourly financial planning engagements. Investment decisions are guided by a client-specific Investment Policy Statement and a set of model portfolios; the firm combines fundamental and technical analysis with quantitative screens to select a mix of individual equities, mutual funds and ETFs, and fixed-income instruments, and it will tilt portfolios to accommodate concentrated positions or tax-sensitive holdings. Rebalancing and ongoing monitoring are part of the process, and fixed income allocations may include tax-free municipal bonds and higher-yield bonds when appropriate. Noteworthy features for a firm of this size include a small advisory team managing roughly $314 million in assets (about $100+ million per advisor) and a material allocation to qualified plan work — roughly $21 million managed in non-discretionary 401(k) plans with the firm acting as an ERISA Section 3(21) fiduciary. The firm also discloses that certain principals are licensed insurance agents who may receive commissions (including occasional commission splits with outside consultants), and it has an explicit policy to abstain from voting client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at Bernard Wealth Management Corp., 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.