Financial Advisor Magazine once again names Bernhardt Wealth Management in 2018 RIA Survey and Ranking
McLean, VA (September 30, 2018) – Bernhardt Wealth Management, a fee-only independent investment advisory firm located in McLean, VA, continues to be ranked among the best in the nation and regionally. The firm was again named in Financial Advisor magazine's 2018 RIA Survey and Ranking report is an annual survey that ranks firms based on percentage growth in assets from the previous calendar year and is the premier industry ranking of independent RIA growth. Bernhardt Wealth Management, a fee-only independent registered investment advisory (RIA) firm located in McLean, VA, continues to be ranked among the best in the nation and regionally. The firm was again named in Financial Advisor magazine's 2018 RIA Survey and Ranking report is an annual survey that ranks firms based on percentage growth in assets from the previous calendar year and is the premier industry ranking of independent RIA growth.
President and CEO Gordon J. Bernhardt attributes the firm’s success to their commitment to always act in the best interests of their clients, as well as their mindful implementation of four core values; character, chemistry, caring and competence.
“Our business depends on our ability to create relationships built on trust,” said Bernhardt. “But it isn’t enough to simply say we are trustworthy. We have to demonstrate how we put our values into practice on a daily basis.” said Bernhardt. “Anyone can say they put their clients first, but as fiduciaries we are held to a higher ethical and professional standard to place our clients’ interests above our own. We demonstrate this by fully disclosing all costs for services and choosing to be compensated by fee only to avoid a conflict of interest that exists as when brokers receive commission for recommending a product or course of action. The only standard we bring to bear in our advice is whether it is in the client’s best interest.”
In addition, Northern Virginia Magazine once again recognized Bernhardt Wealth Management's Partners, Gordon J. Bernhardt, CFP®, Tim Koehl, CSA, CEP and Solon Vlasto CRPC® as Top Financial Professionals for the 2018 list. The advisors were chosen by a peer survey sent to over 1,500 local financial firms, rating brokers, financial planners, insurance advisers, investment advisers and tax accountants. The publication selected 97 individuals, of which 39 were investment advisers and Bernhardt Wealth Management filled three of those spots.
About Bernhardt Wealth Management
Bernhardt Wealth Management was established in 1994 by Gordon J. Bernhardt, CFP®, AIF®. The firm provides financial planning and wealth management services to affluent individuals, families and business-owners throughout the Washington, D.C. area. The Bernhardt team is focused on providing high-quality service and independent financial advice to help clients make informed decisions about their money. For more information, visit BernhardtWealth.com.
Disclosure Statement: Past results are not indicative of future results. Bernhardt Wealth Management, Inc. (BWM) is a registered investment advisor with the Securities & Exchange Commission. BWM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where BWM and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.