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Berno Financial Management Inc. provides Comprehensive, Fee-Only Personal Financial Planning and Investment Advisory Services. |
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OUR MISSION: "To help our clients achieve financial peace of mind."
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INDEPENDENT: The firm is not affiliated with any
insurance company, brokerage
firm, bank, mutual fund, accounting firm or law firm. We are able to
provide completely objective advice. Referrals are
made to specialists as necessary.
Services are coordinated with your other professional advisors to
meet your needs. |
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FEE-ONLY:
We are paid solely by you with a fully disclosed fee based on a
percentage of investment assets, flat fee or hourly rate.
This avoids potential conflicts of interest caused by sales
commissions, incentive awards, etc. |
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initial consultation with no obligation. All matters are completely confidential. |
