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BERNHARDTWEALTH.COM

Wealth Management Firm, Bernhardt Wealth Management, Washington DC

Bernhardt Wealth Management has developed a consultative approach to assist with all aspects of the wealth management process.Click through to learn more.

http://www.bernhardtwealth.com/

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CONTACTS AT BERNHARDTWEALTH.COM

Gordon Bernhardt

6816 ●●●●● Lane

Mc●●an , Virginia, 22101

United States

703●●●840
703●●●383
Go●●●●@BernhardtWealth.com

View this contact

Gordon Bernhardt

6816 ●●●●● Lane

Mc●●an , Virginia, 22101

United States

703●●●840
703●●●383
Go●●●●@BernhardtWealth.com

View this contact

Gordon Bernhardt

6816 ●●●●● Lane

Mc●●an , Virginia, 22101

United States

703●●●840
703●●●383
Go●●●●@BernhardtWealth.com

View this contact

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Wealth Management Firm, Bernhardt Wealth Management, Washington DC | bernhardtwealth.com Reviews
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Bernhardt Wealth Management has developed a consultative approach to assist with all aspects of the wealth management process.Click through to learn more.
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1 who we are
2 your advisory team
3 our clients
4 our investment philosophy
5 core values
6 network of professionals
7 fees
8 affiliations
9 what we do
10 wealth management services
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who we are,your advisory team,our clients,our investment philosophy,core values,network of professionals,fees,affiliations,what we do,wealth management services,small business services,401 k plan management,business exit strategies,how we work,resources
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Wealth Management Firm, Bernhardt Wealth Management, Washington DC | bernhardtwealth.com Reviews

https://bernhardtwealth.com

Bernhardt Wealth Management has developed a consultative approach to assist with all aspects of the wealth management process.Click through to learn more.

INTERNAL PAGES

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1

Strategic Investment Management Process -

http://bernhardtwealth.com/strategic-investment-management-process

Strategic Wealth Management Process. Strategic Investment Management Process. Celebration of Profiles in Success. Profiles in Success Book Series. Strategic Wealth Management Process. Strategic Investment Management Process. Strategic Investment Management Process. To create a road map for each portfolio, based on the client’s true financial goals. To institute a regular review process that keeps the client’s portfolio on track even when life circumstances or the markets have changed. We believe that fin...

2

Our Core Values

http://bernhardtwealth.com/who-we-are/core-values

Strategic Wealth Management Process. Strategic Investment Management Process. Celebration of Profiles in Success. Profiles in Success Book Series. Bernhardt Wealth Management recognizes that providing high-quality customer service is an essential part of helping you to achieve your goals. With this in mind, we promise the following:. We will be genuinely interested in your well-being. Your interests will always be foremost in our minds. We will meet our deadlines and return calls within 24 hours. We will...

3

Affiliations -

http://bernhardtwealth.com/who-we-are/affiliations

Strategic Wealth Management Process. Strategic Investment Management Process. Celebration of Profiles in Success. Profiles in Success Book Series. The National Association of Personal Financial Advisors (NAPFA). Showcasing the expertise of highly trained professionals who are committed to working in the best interests of those they serve, Fee-Only Network. Is dedicated to increasing consumer awareness of the Fee-Only financial advisor model. The CFP certification process, administered by CFP Board. 7601 ...

4

Small Business Services -

http://bernhardtwealth.com/small-business-planning

Strategic Wealth Management Process. Strategic Investment Management Process. Celebration of Profiles in Success. Profiles in Success Book Series. Strategic Wealth Management Process. Strategic Investment Management Process. BWM Ranks Among Top RIAs in the Country. Gordon Bernhardt Discusses Being an Intentional Leader. 10 Tips to Level the Field Between Retirement and Investment. How to Take Advantage of Market Downturns. A Look into Africa. 7601 Lewinsville Road, Suite 210 McLean, VA 22102 (888)356-4380.

5

In the News -

http://bernhardtwealth.com/in-the-news

Strategic Wealth Management Process. Strategic Investment Management Process. Celebration of Profiles in Success. Profiles in Success Book Series. Profiles in Success Book Series. 10 Tips to Level the Field Between Retirement and Investment. US News and World Report (05/10/2016). Timothy S. Koehl, director of financial planning at Bernhardt Wealth Management, explains the importance of a diversified portfolio that has a better balance of risk versus return. How to Retire Without a 401(k). Each of the fir...

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Leadership Lesson for the Next Generation of CEOs: Be Yourself - Vistage Washington DC

http://dc.vistage.com/blog/2013/07/leadership-lesson-for-the-next-generation-of-ceos-be-yourself

CEO Peer Advisory Groups. More than 17,000 chief executives and business owners rely on Vistage to help grow their businesses, seize opportunities and solve challenging issues. Vistage Washington DC News. Leadership Lesson for the Next Generation of CEOs: Be Yourself. July 30, 2013. With the number of young CEOs on the rise, how can previous generations support their professional growth? One local CEO is doing his part. Gordon Bernhardt, President and CEO of Bernhardt Wealth Management. He’s interviewed ...

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Collaborators

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Consulting on New Initiatives. 1757 Golf Club: http:/ www.1757golfclub.com/index.php. American Sedan: http:/ www.americansedandc.com/index.html. BB&T Bank: http:/ bbt.com/bbtdotcom/business/start.page. BB&T Insurance Services: http:/ insurance.bbt.com/insurance/default.asp#fragment-5. Bernhardt Wealth Management: http:/ www.bernhardtwealth.com/. Cardinal Bank: https:/ www.cardinalbank.com/. CleanNet: http:/ www.cleannetusa.com/. The Cloudburst Group: http:/ www.cloudburstgroup.com/. Kalothia: http:/ www&...

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Introduction to Vol. 3 - Profiles in Success

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A Word From the Author. Foreword to Vol. 1. Introduction to Vol. 1. Foreword to Vol. 2. Introduction to Vol. 2. Foreword to Vol. 3. Introduction to Vol. 3. Foreword to Vol. 4. Introduction to Vol. 4. Foreword to Vol. 5. Introduction to Vol. 5. Foreword to Vol. 6. Introduction to Vol. 6. Foreword to Vol. 7. Introduction to Vol. 7. Foreword to Vol. 8. Introduction to Vol. 8. Foreword to Vol. 9. Introduction to Vol. 9. Foreword to Vol. 10. Introduction to Vol. 10. Nominate a "Profile In Success". Character ...

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Introduction to Vol. 5 - Profiles in Success

http://www.profilesinsuccessbook.com/introduction-to-vol-5.html

A Word From the Author. Foreword to Vol. 1. Introduction to Vol. 1. Foreword to Vol. 2. Introduction to Vol. 2. Foreword to Vol. 3. Introduction to Vol. 3. Foreword to Vol. 4. Introduction to Vol. 4. Foreword to Vol. 5. Introduction to Vol. 5. Foreword to Vol. 6. Introduction to Vol. 6. Foreword to Vol. 7. Introduction to Vol. 7. Foreword to Vol. 8. Introduction to Vol. 8. Foreword to Vol. 9. Introduction to Vol. 9. Foreword to Vol. 10. Introduction to Vol. 10. Nominate a "Profile In Success". It can&rsq...

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Investment Services - NOVA BizGuide

http://novabizguide.com/Listing/Index/Banking__Finance/Investment_Services/6694/11

Northern Virginia Chamber of Commerce. Northern Virginia Chamber of Commerce. Edit a Current Listing. Create a New Listing. Online / Search Engines. Attorneys / Legal Services. Attorneys / Legal Services. Tax Services / Planning. Health / Health Care. Athletic / Sports Clubs. Chiropractors / Massage Therapy. Banquet / Conference / Meeting Facilities. Outdoor Venues / Parks. Information Technology / Telecommunications. Backup / Recovery Systems. Associations / Business Groups. Health / Human Services.

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Financial Services - NOVA BizGuide

http://novabizguide.com/Listing/Index/Banking__Finance/Financial_Services/6694/14

Northern Virginia Chamber of Commerce. Northern Virginia Chamber of Commerce. Edit a Current Listing. Create a New Listing. Online / Search Engines. Attorneys / Legal Services. Attorneys / Legal Services. Tax Services / Planning. Health / Health Care. Athletic / Sports Clubs. Chiropractors / Massage Therapy. Banquet / Conference / Meeting Facilities. Outdoor Venues / Parks. Information Technology / Telecommunications. Backup / Recovery Systems. Associations / Business Groups. Health / Human Services.

profilesinsuccessbook.com profilesinsuccessbook.com

Introduction to Vol. 4 - Profiles in Success

http://www.profilesinsuccessbook.com/introduction-to-vol-4.html

A Word From the Author. Foreword to Vol. 1. Introduction to Vol. 1. Foreword to Vol. 2. Introduction to Vol. 2. Foreword to Vol. 3. Introduction to Vol. 3. Foreword to Vol. 4. Introduction to Vol. 4. Foreword to Vol. 5. Introduction to Vol. 5. Foreword to Vol. 6. Introduction to Vol. 6. Foreword to Vol. 7. Introduction to Vol. 7. Foreword to Vol. 8. Introduction to Vol. 8. Foreword to Vol. 9. Introduction to Vol. 9. Foreword to Vol. 10. Introduction to Vol. 10. Nominate a "Profile In Success".

profilesinsuccessbook.com profilesinsuccessbook.com

Introduction to Vol. 6 - Profiles in Success

http://www.profilesinsuccessbook.com/introduction-to-vol-6.html

A Word From the Author. Foreword to Vol. 1. Introduction to Vol. 1. Foreword to Vol. 2. Introduction to Vol. 2. Foreword to Vol. 3. Introduction to Vol. 3. Foreword to Vol. 4. Introduction to Vol. 4. Foreword to Vol. 5. Introduction to Vol. 5. Foreword to Vol. 6. Introduction to Vol. 6. Foreword to Vol. 7. Introduction to Vol. 7. Foreword to Vol. 8. Introduction to Vol. 8. Foreword to Vol. 9. Introduction to Vol. 9. Foreword to Vol. 10. Introduction to Vol. 10. Nominate a "Profile In Success". In fact, s...

gordon-bernhardt.blogspot.com gordon-bernhardt.blogspot.com

Gordon J. Bernhardt's Blog: EBRI Reports on the State of 401(k) Plans

http://gordon-bernhardt.blogspot.com/2013/02/ebri-reports-on-state-of-401k-plans.html

Monday, February 11, 2013. EBRI Reports on the State of 401(k) Plans. They’ve only been part of the investment landscape for three decades, but 401(k) plans have grown to be the most widespread private-sector employer-sponsored retirement plan in the United States. In 2011, an estimated 51 million American workers were active 401(k) plan participants – and the $3.2 trillion in 401(k) plan assets represented 18% of all retirement assets. Younger participants also favored target-date funds that pursue a lo...

gordon-bernhardt.blogspot.com gordon-bernhardt.blogspot.com

Gordon J. Bernhardt's Blog: January 2013

http://gordon-bernhardt.blogspot.com/2013_01_01_archive.html

Monday, January 28, 2013. A Consultative Financial Advisor. If you work with multiple financial professionals, we recommend designating someone like us as your quarterback or personal chief financial officer. Note: For a discussion of the six core characteristics- Six Cs- an advisor should have, read What Makes a Great Financial Advisor? And the Six Cs. Blogs on this topic.). Gordon J. Bernhardt, CPA, PFS, CFP, AIF. Monday, January 21, 2013. Good News for IRA Owners. In fact, the newly-dubbed “IRA ...

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