Berno Financial Management, Inc

Since 1993, Berno Financial Management, Inc., has helped proactive individuals and their families make the most of their personal finances. As an independent, fee-only financial services firm, we offer unbiased advice as part of our comprehensive personal financial planning and investment management services. We concentrate on developing close personal relationships with our clients while also providing a level of knowledge and expertise that exceeds what you’d find at a larger firm.

We believe that financial planning involves more than just investment management. We take the time to learn about your unique needs and goals, as well as your current financial situation. We then use that information to develop a “Total Portfolio Approach” that considers all your different assets together. Our advice is academically based and grounded in the belief that a passive, low-cost, tax-efficient, multi-asset class investment style is the best way to achieve sustainable returns over the long-term.

Our team is led by Bruce J. Berno, a CERTIFIED FINANCIAL PLANNER™ professional and a member of the National Association of Personal Financial Advisors (NAPFA), the industry’s most selective professional association. Bruce has also been named a Five Star Wealth Manager by Five Star Professional and Cincinnati Magazine. The firm has been recognized nationally as an expert financial management firm, having been included in the Top Wealth Manager’s list in Bloomberg Wealth Manager since 2001.

Specialties

Cash Flow Management, Charitable Giving Strategies, Estate Planning, Investment Management, Insurance Needs, Retirement Planning, Employee Benefit Plans, Income Tax Management, Education Planning