Bernhardt Wealth Management
Finance · Virginia, United States · 11-50 Employees
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Overview
Headquarters
7601 Lewinsville Rd Ste 210, Mc Lean, Vi...Phone Number
(703) 356-4380Website
www.bernhardtwealth.comRevenue
$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Bernhardt Wealth Management
Modera Wealth Management is an independent, fee-only financial advisory firm based in McLean, Virginia, specializing in fiduciary financial planning and investment management. They cater to a diverse clientele, including business owners, retirees, and multigenerational families, providing tailored solutions for complex financial needs. Their services encompass comprehensive financial planning, investment strategy, tax services, and trust services, all delivered with a personal touch. Recognized for their commitment to client interests, Modera has been ranked among the top wealth management firms in the nation.Explore more
Popular SearchesBernhardt Wealth Management IncBernhardt Wealth ManagementBernhardt Investment ServicesBernhardtwealthmanagement McleanIntegrated Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show moreBernhardt Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Bernhardt Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Bernhardt Wealth Management financials insights
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2020
Debt
$150K
Bernhardt Wealth Management Tech Stack
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Bernhardt Wealth Management News & Media
Bernhardt Wealth Management to Honor Executives Demonstrating Character in Leadership
U.S. Army Col. Gregory D. Gadson (RET) to speak and inspire at annual business award celebrationGordon J. Bernhardt Awarded 2019 Vistage Lifetime Achievement Award
MCLEAN, Va., Sept. 19, 2019 /PRNewswire/ -- Bernhardt Wealth Management, an independent investment management firm located in McLean, Virginia, is pleased to announce that President and founder Gordon J. Bernhardt has been awarded the 2019 Leadership Award from Vistage, the world's...Bernhardt Wealth Management Celebrates 25th Anniversary With Top Advisor Recognition
MCLEAN, Va., Sep. 12, 2019 /PRNewswire/ -- Bernhardt Wealth Management, a fee-only independent registered investment advisory (RIA) firm located in McLean, Virginia, is celebrating 25 years in business this year with industry recognition, both nationally and regionally. Named in Financial...Bernhardt Wealth Management Announces Winner of Profiles in Success Award
MCLEAN, Va., Dec. 2, 2017 /PRNewswire/ -- Gordon J. Bernhardt, chief executive officer of Bernhardt Wealth Management, presented Alan Horowitz, chief executive officer of AcisTek Corporation, an award-winning IT professional services firm located in Arlington, Virginia, with the 2017...
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Modera Wealth Management is an independent, fee-only financial advisory firm based in McLean, Virginia, specializing in fiduciary financial planning and investment management. They cater to a diverse clientele, including business owners, retirees, and multigenerational families, providing tailored solutions for complex financial needs. Their servic... Read More
