Family Wealth Management Services

Our comprehensive personal financial services can answer your questions and address your concerns about:

Cash Flow Management

Investment Management

Income Tax Management

Employee Benefit Plans

Charitable Giving Strategies

Insurance Needs

Education Funding

Retirement Planning

Estate Planning

Since 1993, Berno Financial Management, Inc. (BMFI)
has helped proactive individuals and their families make
the most of their personal finances.

  • 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 2009 Top Wealth
    Manager by Bloomberg Wealth Manager magazine and
    consistently ranked every year since the list’s inception in 2001. Based on average client size, ranked #244 nationally, #8 in Ohio and #4 of 7 firms in Cincinnati
  • Member of the National Association of Personal Financial Advisors (NAPFA), the industry’s most selective professional association

 

Berno

 

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.