At Berno Financial Management, we believe that you are best served when your financial advice is objective and your fees are transparent. That is why we embrace our role as NAPFA-registered, fee-only financial advisors serving clients in the Cincinnati area.

As fee-only advisors, we do not sell products and do not accept commissions or referral fees. What’s more, we have a fiduciary responsibility to put your interests ahead of ours. Our responsibility is not limited to certain services, such as retirement planning. It applies to everything we do for you. Always.

We embrace our fee-only status because it enables us to serve as your financial advocate. Unburdened by conflicts of interest, we can provide unbiased advice meant only to help you reach your goals.

Commission-Free Advice

Transparent
fee structure

Fiduciary responsibility

Your
interests first

Sales.jpg

No product
sales

Referral.jpg

No referral
fees

3rd-Party.jpg

No third-party commissions

Conflicts.jpg

No conflicts
of interest

Our Services

iStock-614233832.jpg

Financial Planning

iStock-501199714.jpg

Investment Management

iStock-599794032.jpg

Retirement Planning

 
iStock-161760094.jpg

Tax Planning

iStock-956406468.jpg

Education Funding

 

Schedule a Complimentary 15-Minute Phone Call

Name *
Name
Phone *
Phone