Since 1993, Berno Financial Management, Inc., a fee-only financial planner, has helped proactive individuals and their families make the most of their personal finances and achieve financial peace of mind.

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I Am Thinking About Retirement

We help you:

  • Decide when to retire
  • Prepare to stop working
  • Avoid outliving your money

I Am Self-Employed

We help you:

  • Keep your business running
  • Protect your family
  • Save for retirement

I Am a Dedicated Saver

We help you:

  • Plan for the future
  • Manage your investments
  • Minimize taxes

Achieve Financial Peace of Mind

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFA® is trademark owned by CFA Institute.