John Bernstein

Bernstein Financial Advisory

Owner

Contact Me

John Bernstein

Bernstein Financial Advisory

Owner

As a fee-only financial planner, my focus is to be your trusted advisor and partner to help you reach all of your financial goals. - John Bernstein

Contact Me

612-315-9950

Website

Over 25 years of sophisticated, high-level investment experience used to deliver simple & understandable financial strategies.

Bernstein Financial is a Minneapolis, MN based Investment Advisory and Wealth Management firm serving clients locally and across the country..

Bernstein Financial Advisory brings sophisticated investment knowledge to your portfolio and gives Plain English Advice, Without the Jargon.

John has more than 25 years of experience in the investment management industry and has a legal and ethical obligation to provide unbiased and trustworthy financial advice, always putting the best interests of his clients first.

ARE WE RIGHT FOR YOU?

Bernstein Financial Advisory seeks to establish long-term, trustworthy relationships with our clients. We offer a complimentary 60-minute meeting to review your current financial needs. What are your goals and how can we help you achieve them?

John Bernstein is a seasoned investment professional with more than 25 years of experience in the investment management industry. Before starting Bernstein Financial Advisory, he worked for Sit Investment Associates, an asset management firm with $13 billion* under management, which services a wide range of clients including institutional, high net worth, and retail. Among his responsibilities there, John Bernstein conducted investment research and management, and led the monthly investment strategy meetings. He graduated from Carleton College with a B.A. in geology, and received his M.B.A. in finance from the Carlson School of Management at the University of Minnesota.

 

* Source: Sit Investment Associates, Inc. Firm Brochure Form ADV Part 2A, dated March 19, 2019.

John Bernstein is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a 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.

Bernstein Financial Advisory is focused on establishing long-term relationships with clients as their caring, trusted advisor. Financial planning and investment management services are delivered in a simple, transparent, and understandable way that are tailored to the needs of each client.

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

Specialties

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

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Novice Investors

Working Together

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    John Bernstein is a NAPFA Associate Member

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

  • XY Planning Network
    John Bernstein is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    John Bernstein is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact John Bernstein

612-315-9950

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Office Locations:

  • 501 Theodore Wirth Pkwy.
    Minneapolis, MN 55422

Bernstein Financial Advisory, LLC has registered the dba name of Bernstein Financial Advisory with the State of Minnesota.

 

Advisory services are offered through Bernstein Financial Advisory, a Registered Investment Advisor in the State of Minnesota. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objectives, risk tolerance, and time horizon. Investing always involves risk and possible loss of capital. Bernstein Financial Advisory is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Bernstein Financial Advisory. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Bernstein Financial Advisory, a Registered Investment Advisor in the State of Minnesota.

 

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Minnesota, or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

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