Bernhardt Wealth Management Advisors Ranked Among Top Financial Planning Professionals
Bernhardt Named Super CPA; Robinson Recognized for Investment Planning
MCLEAN, Va., Jan. 9, 2014 /PRNewswire-iReach/ -- Bernhardt Wealth Management, a leading provider of comprehensive wealth management and small business planning services in the Washington D.C. area, announced that two of its advisors have recently received recognition for excellence in financial planning services.
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Gordon Bernhardt, CPA, PFS, CFP®, AIF®, has been identified as a 2013 Virginia "Super CPA" in the personal financial planning category by Virginia Business magazine.
Virginia Business magazine and the Virginia Society of Certified Public Accountants (VSCPA) collaborate annually to spotlight Virginia's top CPAs for their important contributions to their respected profession and the prosperity of the Commonwealth of Virginia. The selection process is based solely on peer nomination.
"The Bernhardt Wealth Management team and I enjoy helping individuals, families and small businesses in every area of their financial lives and we believe we are positioned well to assist our clients with independent advice on investment, tax, protection, estate, retirement and charitable planning," said Bernhardt.
In addition, Kenneth Robinson, CFP®, was recently recognized as one of Northern Virginia magazine's Top Financial Professionals in the Investment Planning category for 2013.
"Inclusion on this distinctive list is an honor and a personal validation of my commitment to serve as a true fiduciary for my clients," said Robinson, a senior financial planner with the firm. "When it comes to advising on investments or any element of financial planning, it is imperative to all of us as Bernhardt Wealth Management that our clients trust that we only deliver objective, competent recommendations based on their best interest."
The complete list of Top Financial Professionals was published in the September 2013 issue of Northern Virginia magazine. Selected advisors were first nominated by their peers from the financial services industry.
Bernhardt Wealth Management recently purchased and relocated to a new office building in the Tysons Corner area of McLean, Virginia. The firm's employees now occupy space on the second floor of the building located at 7601 Lewinsville Road.
"The recent purchase is in keeping with our long-term financial planning and investment philosophy for both the firm and our clients – to focus on what you can control rather than on what you can't," said Bernhardt.
About Bernhardt Wealth Management
Bernhardt Wealth Management was established in 1994 by Gordon J. Bernhardt, CPA, PFS, CFP®, AIF®. The firm provides financial planning and wealth management services to affluent individuals, families and business-owners throughout the Washington, DC area. The Bernhardt team is focused on providing high-quality service and independent financial advice to help clients make informed decisions about their money. To learn more, visit bernhardtwealth.com.
Media Contact: Karen Embry, Impact Communications, 903-913-649-5009, [email protected]
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SOURCE Bernhardt Wealth Management
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