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Putting Your Best Interests First

At Berno Financial Management, Inc., we help families and individuals make the most of their money. Founded by Bruce J. Berno in 1993 in greater Cincinnati, Ohio, we are an independent, fee-only financial planner committed to putting your best interests first. Our mission is to help you achieve financial peace of mind so you can spend more time doing what you enjoy.

Helping You Achieve
Peace of Mind

Our personal wealth management services are founded on your goals and tailored to your needs. Our specialties include retirement planning, investment advisory services, cash flow management, and estate planning—but no matter what your needs are, we are committed to our fiduciary obligation to always put your interests ahead of our own.

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Tell Us About You

 
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I Am Thinking
About Retirement

We help you:

  • Decide when to retire
  • Prepare to stop working
  • Avoid outliving your money
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I Am a
Dedicated Saver

We help you:

  • Plan for the future
  • Manage your investments
  • Minimize taxes
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I Am
Self-Employed

We help you:

  • Keep your business running
  • Protect your family
  • Save for retirement
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Schedule a
Complimentary Meeting

We offer a “get acquainted” meeting so we can learn about your needs and concerns, and discuss how we may be able to help you.

Affiliations

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