At Berno Financial Management, we work with clients who strive to be good stewards—people who want to manage their finances successfully to provide for themselves, their family, and their community.

Though our clients strive for this ideal, they have found that they lack the time, expertise, or desire to manage their personal finances on their own. By relieving them of the day-to-day management of their wealth, we free them to focus on the people and experiences that matter most to them.

Our client base is diverse but tends to include young professionals; people nearing retirement; self-employed professionals, including IT professionals; and Procter & Gamble employees, past and present.


I Am Thinking About Retirement

As you approach retirement, you probably have one overriding concern: Have you saved enough?


I Am a Dedicated Saver

As a young professional, you have to balance saving for your future with meeting the demands of your present life.


I Am Self-Employed

As a self-employed individual, you may face a financial situation that is complicated because of your independence.

Client Profile: 12/31/2018

A summary of BFMI clients by net worth, portfolio value, age, tenure and profession. Download as a pdf.