Berno Financial Management, Inc.
At Berno Financial Management, we believe that financial planning involves more than just investment management. Instead, we take the time to learn about your complete current financial situation, as well as your long-term goals and needs. We then use that information to develop a comprehensive financial plan as well as an investment portfolio proposal using a “Total Portfolio Approach” that considers all your different assets together. Our advice is academically based and grounded in the belief that a passive, low-cost, tax-efficient, multi-asset class investment strategy is the best way to achieve the investment returns needed to meet your goals over the long term.
Our team is led by Bruce J. Berno, a CERTIFIED FINANCIAL PLANNER™ professional. We have been recognized locally and nationally as an expert financial management firm, having been included in the Top Wealth Manager’s List in Bloomberg Wealth Manager since 2001, and being named as a 2010 Five Star Wealth Manager by Five Star Professional and Cincinnati Magazine.