Bernstein Financial Advisory
Bernstein Financial Advisory
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
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.
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- College Education Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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.
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.
John Bernstein is a Featured Guest on the Real Life Planning Podcast: "Creating a Risk-Balanced Portfolio"
John Bernstein is a Member of the Financial Planning Association of Minnesota.
John Bernstein was a Portfolio Manager for the Sit Balanced Fund from 2008-2016.
John Bernstein has Served on the Capital Long-Range Improvement Committee for the City of Minneapolis since 2007, and is Currently the Chair of the Transportation Task Force.
John Bernstein has been a Level 2 Certified Alpine Ski Instructor for More than 30 years.
John Bernstein is a Member of BNI Givers Gain Global
Contact John Bernstein
501 Theodore Wirth Pkwy.
Minneapolis, MN 55422