Gordon Bernhardt (AIF®, CFP®, CPA/PFS)

Gordon Bernhardt focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

Gordon is experienced in investment management, retirement planning, college planning, and estate planning.

President and founder of Bernhardt Wealth Management, Gordon Bernhardt, has dedicated his career to helping people achieve their financial goals. He has been at the helm of Bernhardt Wealth Management since 1994.
Gordon spent the first two years of his career in the financial services industry working for large financial companies. He started his own firm in 1994 so that he could focus on providing his clients with high-quality service and independent advice.

Additional Information

Gordon has earned the professional designations of CERTIFIED FINANCIAL PLANNER; practitioner (CFP), Certified Public Accountant (CPA), and Personal Financial Specialist (PFS). In addition to passing comprehensive examinations, continuing education is a requirement of maintaining these designations. Gordon left his native Nebraska for Washington, D.C. and his first job, assistant to Representative Virginia Smith. From there, he went to work for the U.S. Senate Finance Committee when it was under the leadership of Senator Bob Dole. Gordon left D.C. to earn a degree in commerce from the University of Virginia.

 

Gordon recognizes that while fulfilling work is important, our greatest rewards come from living a well-rounded life. Outside of work, he is a board member of CrisisLink and a past board member of the Orphan Foundation of America
He is also a board member of the University of Virginia's McIntire School of Commerce Cornerstone Society and a member of the following professional organizations: Chamber of Commerce, National Association of Personal Financial Advisors, Financial Planning Association, Virginia Society of Certified Public Accountants, American Institute of Certified Public Accountants and Northern Virginia Estate Planning Council.

 

NAPFA Start Date

October 10, 2002

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This Office

7601 Lewinsville Rd Ste 210 McLean, VA 22102-2815 Phone: (703) 356-4380 Fax: (703) 356-4383