Founded in 1994 by Gordon J. Bernhardt, Bernhardt Wealth Management is an independent Registered Investment Advisor (RIA) firm based in the Washington D.C. metropolitan area. The company operates under a strict fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services integrate financial planning and investment management, focusing on an evidence-based, long-term investment philosophy. They cater to a clientele that includes high-net-worth individuals, families, and entrepreneurs, helping them navigate complex financial decisions from retirement planning to estate and tax strategies.

Founded in

United States