CINCINNATI – July 19, 2013 – Berno Financial Management, an independent, fee-only financial advisory firm based in Cincinnati, recently celebrated its 20th anniversary. The firm marked the occasion with a celebration at the Newport Aquarium on July 13. More than 150 clients and their family members enjoyed lunch in the Riverside Room and then spent the day exploring the aquarium.
“At Berno Financial Management, we focus on developing close, personal relationships with every one of our clients,” said Bruce Berno, CFP®, the firm’s President. “It’s been gratifying to see those relationships evolve and flourish over the past two decades. Without the support of our clients, we wouldn’t be where we are today. This event was a way to thank them and their families for their ongoing confidence in our firm.”
Berno Financial Management was founded in 1993 by Bruce Berno, who currently serves as the firm’s president and client services director. He leads a team of financial professionals who specialize in helping people make the most of their personal finances and achieve financial peace of mind.
Since it was established, Berno Financial Management has become one of the leading independent financial planning firms in the Cincinnati area. The team’s experience and dedication have resulted in Berno Wealth Management being named a “Top Wealth Manager” by Bloomberg magazine every year since the list’s inception in 2001. Bruce Berno has also been named a Five Star Wealth Manager by Five Star Professional in partnership with Cincinnati Magazine every year since 2010.
About Berno Financial Management
Berno Financial Management helps proactive individuals and their families make the most of their personal finances. As an independent, fee-only management firm, Berno Financial Management offers unbiased advice as part of its comprehensive personal financial planning and investment management services. To learn more, visit www.bernofinmgt.com.
Bruce Berno, CFP®
7454 Jager Ct.
Cincinnati, OH 45230-4344