Skip to main content
Bernard Wealth Management
menu

Client Relationship Summary

  • Home
  • About
    • Our Team
    • FAQ
  • Services
    • Retirement Planning
    • Investment Management
    • Insurance
    • Financial Counseling
    • For Businesses
    • Investment Policy Statement
    • Account Types
  • Resources
    • Compliance
    • Publications
    • Blog
  • Contact
  • Client Access
    • Charles Schwab
    • Client Portal
  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

director of financial planning

Kenneth Bernard | Apr 13, 2023

Bernard Wealth Management Expands

chief investment advisor
director of financial planning
Wealth Management
Financial Planning
Retirement Planning
Ken Bernard adds Partner and Director to staff.
Read More
Subscribe to director of financial planning
© 2025 Bernard Wealth Management All rights reserved.