Berno Financial Management, Inc. (BFMI) was founded in 1993 by Bruce J. Berno, Certified Financial Planner™, creating one of the first truly independent, fee-only comprehensive personal financial planning and investment advisory firms in Cincinnati, Ohio. The firm’s primary goal, then and still is, to provide completely independent, unbiased comprehensive personal financial planning and investment management.
Developing close, personal relationships, paying attention to details and quality over quantity are principles that have guided the firm from day one. Since being founded in 1993, BFMI has enjoyed a 95%+ client retention rate and serves clients in 12 states.
Consistent with the firm’s heritage as a pioneer, BFMI continually improves its services and is committed to providing leading edge, academically based services and advice. A high priority is placed on continuing education, staff development and efficient client service.
Our mission is to help our clients achieve financial peace of mind. BFMI is recognized locally and nationally as an expert financial management firm and has been recognized annually on the nation’s Top Wealth Manager’s List in Bloomberg Wealth Manager magazine since the list’s inception in 2001. Based on average client size, BFMI is ranked #244 nationally, #8 in Ohio and # 4 of 7 firms in Cincinnati.
Berno Financial Management, Inc is a member of the National Association of Personal Financial Advisors (NAPFA), the industry’s most selective professional association.
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