bernhardt wealth management

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.