Gordon Bernhardt| CFP®, CPA, PFS, AIF®
Bernhardt Wealth Management
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
McLean, VA 22102
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Gordon recognizes that while fulfilling work is important, the greatest rewards come from living a well-rounded life. For that reason, he strives to relieve his clients of their financial anxieties, so that they can pursue their dreams.
Having grown up in a Nebraska farming community, Gordon left the Midwest in the early 80s for his first job as assistant to a U.S. House Representative in Washington, D.C., followed by a position for the U.S. Senate Finance Committee. On entering the financial industry, Gordon worked for Price Waterhouse (now PricewaterhouseCoopers) and then spent three years in the corporate accounting world. Next, he worked for Acacia and American Express Financial Advisors (now Ameriprise) before starting his firm in 1994.
Gordon holds a degree in commerce from the University of Virginia. He is a Certified Public Accountant and Personal Financial Specialist. Committed to a higher fiduciary standard of excellence, he has earned the professional designations of CERTIFIED FINANCIAL PLANNERTM professional and Accredited Investment Fiduciary®.
Outside of work, Gordon is a board member of CrisisLink and past board member of the Orphan Foundation of America. He is also actively involved with BEST Kids Mentoring Program and Action in Community through Service.
Bernhardt Wealth Management is an investment advisory firm that helps you make informed decisions about your money. Gordon Bernhardt and our team of professionals understand the particular needs of high-net-worth individuals and families. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning and other complex financial issues.
We are committed to developing a long-term relationship with you built on a foundation of ethics, service and trust. Our focus is on your financial goals so you can focus on creating a quality of life that reflects your deepest values.