Cincinnati advisory firm marks occasion with more than 100 clients and family members.
CINCINNATI—August 27, 2018—Berno Financial Management, a Cincinnati-based financial advisory firm, recently celebrated its 25th anniversary with more than 100 clients and their loved ones.
“It’s our clients who made this milestone anniversary possible,” said Bruce Berno, the firm’s founder and a CERTIFIED FINANCIAL PLANNER™ professional. “We feel immense gratitude for their confidence over the years and wanted to show our appreciation by celebrating our anniversary with them.”
The 25th anniversary party was held at the American Sign Museum in Camp Washington on July 19. Berno thought the venue was an ideal location given its historical focus.
“With a 25th anniversary, we’re truly walking down Memory Lane. What better place to reminisce than at a venue that celebrates heritage?”
Berno Financial Management was founded in 1993 as an independent Registered Investment Advisor firm offering comprehensive financial planning and investment management services. Berno credited the firm’s longevity to its fiduciary role, fee-only status, and commitment to client relationships.
“Acting as a fiduciary is the highest standard an advisory firm can provide in giving financial advice to individuals and families,” Berno said. “From Day 1, we’ve embraced our fiduciary status, and we always will.”
Berno added that clients appreciate the firm’s focus on their complete financial picture, not just investments, and its long-term, multi-generational outlook.
“Our clients have entrusted their financial planning and investments to us, and we want them to know that this faith and confidence is well placed,” Berno said. “We started from scratch, and when one recognizes that most new businesses fail in the first few years, we wouldn’t be celebrating our 25th anniversary today without our clients. I’m grateful for their trust every day.”