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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
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
SIC 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
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Bernhardt Wealth Management Tech Stack
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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
