Since 1993, Berno Financial Management, Inc., has helped proactive individuals and their families make the most of their personal finances and achieve financial peace of mind.

• Completely independent firm offering unbiased advice.
• Fee-only service eliminates potential conflicts of interest caused by commissions.
• 95+% client retention rate with clients in 12 states.
• Nationally and locally recognized as a Top Wealth Manager by Bloomberg Wealth Manager magazine every year since the list’s inception in 2001.
• Bruce J. Berno, CFP^®, has been named a Five Star Wealth Manager by Five Star Professional in partnership with Cincinnati Magazine each year since 2010.
• Member of the National Association of Personal Financial Advisors (NAPFA), the industry’s most selective professional association.

Our Core Purpose

To help our clients achieve financial peace of mind,

To help them do the best they can do to be financially secure,

And to help them spend their time doing what they do best and enjoy the most.