Since 1993, Berno Financial Management, Inc., has helped proactive individuals and their families make the most of their personal finances. As a fee-only financial planner, we concentrate on developing close personal relationships with our clients, focusing on their complete financial picture.
Our independent, unbiased team includes CFP® professionals and NAPFA advisors, and we put the interests of our clients above all else.
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.