The Wall Street Journal the February 13 , 2017 issue
Wealth Manager profile seen in
The Wall Street Journal the February 13 , 2017 issue
Wealth Manager profile seen in
Fee Only Financial Advisors and Fiduciaries
• Portfolio management
• Tax planning
• Education planning
• Insurance planning
• Retirement planning
• Estate planning
• Philanthropic planning
Throughout our relationship , we strive to serve as your trusted Personal Chief Financial Officer . Once we implement the plan that you approve , we keep you apprised of what is happening with your money , alert you to any factors that may influence your situation , and make recommendations on the smartest ways to help you meet your goals .
• We are truly independent and are not agents of any wirehouse , bank , or insurance company .
• We do not receive commissions on anything we recommend or compensation from third parties .
• We are held to a fiduciary standard and are legally bound to provide advice based upon what is in your best interest .
7601 Lewinsville Road , Suite 210 | McLean , VA 22102 Phone : 703-356-4380 | Toll-free : 888-356-4380 bernhardtwealth . com
Bernhardt Wealth Management
THREE-YEAR WINNER
Left to right : Two-year winner Timothy S . Koehl , AAMS ®, CFP ®; Three-year winner Gordon J . Bernhardt , CPA , PFS , CFP ®, AIF ®; Two-year winner Solon Vlasto , CFP ®, CDFA™
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 where we are registered / filed notice or otherwise excluded or exempted from registration requirements .
Featured in “ Five Star Wealth Managers You Need to Know ”
The Five Star Wealth Manager award , administered by Crescendo Business Services , LLC ( dba Five Star Professional ), is based on 10 objective criteria . Eligibility criteria – required : 1 . Credentialed as a registered investment adviser or a registered investment adviser representative ; 2 . Active as a credentialed professional in the financial services industry for a minimum of 5 years ; 3 . Favorable regulatory and complaint history review ( As defined by Five Star Professional , the wealth manager has not : A . Been subject to a regulatory action that resulted in a license being suspended or revoked , or payment of a fine ; B . Had more than a total of three customer complaints filed against them [ settled or pending ] with any regulatory authority or Five Star Professional ’ s consumer complaint process . Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional ’ s consumer complaint process ; feedback may not be representative of any one client ’ s experience ; C . Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority ; D . Filed for personal bankruptcy ; E . Been convicted of a felony ); 4 . Fulfilled their firm review based on internal standards ; 5 . Accepting new clients . Evaluation criteria – considered : 6 . One-year client retention rate ; 7 . Five-year client retention rate ; 8 . Noninstitutional discretionary and / or non-discretionary client assets administered ; 9 . Number of client households served ; 10 . Education and professional designations . Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers . Award does not evaluate quality of services provided to clients . Once awarded , wealth managers may purchase additional profile ad space or promotional products . The Five Star award is not indicative of the wealth manager ’ s future performance . Wealth managers may or may not use discretion in their practice and therefore may not manage their client ’ s assets . The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication . Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success , nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future . For more information on the Five Star award and the research / selection methodology , go to fivestarprofessional . com . 1,093 Baltimore wealth managers were considered for the award ; 355 ( 33 percent of candidates ) were named 2017 Five Star Wealth Managers . WEALTH MANAGER 1,665 Washington , D . C . wealth managers were considered for the award ; 208 ( 13 percent of candidates ) were named 2016 Five Star Wealth Managers .
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