Gordon Bernhardt

CFP®, CPA, PFS, AIF®

Bernhardt Wealth Management

Financial Advisor

Gordon Bernhardt

CFP®, CPA, PFS, AIF®

Bernhardt Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Gordon Bernhardt, CFP®, CPA, PFS, AIF®

(703) 356-4380

Fee-Only Financial Advisor located in McLean, VA and serving the Washington, DC area

Gordon Bernhardt is a McLean, VA fee-only financial planner. Bernhardt Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Gordon Bernhardt is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
President and founder of Bernhardt Wealth Management, Gordon Bernhardt is focused on providing high-quality service and independent financial advice to his clients. He specializes in addressing the unique needs of successful professionals, entrepreneurs and retirees, as well as women in transition.

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.

Gordon Bernhardt is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Gordon Bernhardt

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 7601 Lewinsville Rd
    Suite 210
    McLean, VA 22102

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser