Why Choose Berno Financial Management?

Not all financial services firms are created equal. Berno Financial Management offers clients a unique value based on our independent advice, fee-only, fiduciary services and comprehensive approach to planning. In addition, our client-focused approach and commitment to professional continuing education ensure that we provide the best possible service to clients.

What Makes Us Different

Independent Advice

We are independent and are not affiliated with any brokerage firm, bank, mutual fund, insurance company, accounting firm or law firm. Our team provides completely objective advice, with referrals made to specialists as necessary. The services we provide are coordinated with your other professional advisors to meet your needs.

Fee-Only Fiduciary Advisor

We are paid solely by you with a fully disclosed fee based on a flat fee and percentage of investment assets, flat fee or hourly rate. This avoids potential conflicts of interest caused by sales commissions or incentive awards. We act as a fiduciary and put our client’s interests first.

Comprehensive Planning

We offer a broad array of personal wealth management and investment advisory services, which are tailored to each client’s specific needs. Our firm’s specialties are cash flow management, investment advisory services, retirement planning and estate planning.

Client-Focused

We are a small firm, offering personalized attention and strong long-term client retention. Our client service is “process-driven”; we get to know each client on a personal level and our initial data gathering is extensive and detailed. We know that all of our clients want to be financially successful, secure and responsible, and they choose to work with us because they lack the time and experience to manage their finances on their own.

Nationally Recognized and Credentialed

Bruce J. Berno, CFP^® is a member of the National Association of Personal Financial Advisors (NAPFA) and has been named as a Five Star Wealth Manager by Five Star Professional and Cincinnati Magazine each year since 2010. Our firm has also been included in the Top Wealth Manager’s List in Bloomberg Wealth Manager since 2001. In addition, each member of our client services team is deeply committed to participating in ongoing continuing education efforts so they can offer the best possible service to clients.