McLean, VA (January 12, 2017) – Bernhardt Wealth Management, a fee-only independent investment advisory firm located in McLean, VA, today announced that Solon Vlasto, CFP®, CDFA™ has become a partner. The ownership became official on January 1, 2017.
Vlasto is a CERTIFIED FINANCIAL PLANNER (CFP®) and Certified Divorce Financial Analyst (CDFATM) professional with nearly 25 years of financial services experience. In his new role as partner, Vlasto will be involved in all aspects of the business including development and execution of all strategic initiatives, new business, and staffing. In addition, he will continue providing wealth management services including retirement planning and analysis, implementing estate planning and tax strategies, reviewing protection planning matters, structuring philanthropic planning and investment planning matters to help clients reach their goals. “Partial ownership in such a well-respected firm is a genuine privilege,” said Vlasto. “Bernhardt Wealth Management’s independent structure, world-class investment platform and fiduciary responsibility differentiate it from most financial firms. I am delighted to team up with individuals who share my deep commitment to clients and disciplined investment philosophy. Our conflict-free investment offering and personalized service approach is befitting the sophisticated community we serve in the D.C. area.”
President and Chief Executive Officer Gordon J. Bernhardt said, “Solon has a heart to provide top notch service to clients while delivering superior advice across the wealth management spectrum. He is a great leader, outstanding individual and well-respected throughout the financial services industry. I am certain he will continue to serve the firm and our clients with distinction.”
“Solon’s wide-ranging experience and impressive ability to nurture long-term relationships with individuals and entrepreneurs help substantiate our standing as one of Washington D.C.’s top wealth management firms,” said Principal Tim S. Koehl, CFP®. “He has a proven track record of outstanding client service.”
The new ownership arrangement also serves as an update to the firm’s formalized contingency plan. “We regularly remind our clients to prepare for the unexpected. As fiduciaries, we have a responsibility to our clients to make sure this practice remains an ongoing business serving their best interests, even if something unforeseen should happen to me or one of our partners,” explained Bernhardt.
Vlasto, who has known Gordon Bernhardt for nearly two decades, joined Bernhardt Wealth Management in 2014. He served as Senior Financial Advisor and Chief Compliance Officer after working at another private wealth management firm located in Columbia, MD. Prior to that, he worked for more than 21 years at TD Ameritrade where he served as Branch Manager in Reston, VA. Vlasto earned an Executive Certificate in Financial Planning from Georgetown University. He also holds a Certified Divorce Financial Analyst ™ designation and received a Bachelor of Fine Arts degree from the University of Connecticut. He served two years on the Board of Directors for the Financial Planning Association of the National Capital Area as co-chair of the Pro Bono Committee and has long been involved with pro bono financial planning efforts and local volunteerism for many organizations.
Bernhardt Wealth Management’s advisory business has a demonstrated record of excellence and performance, recently being named among the country’s Top Registered Investment Advisory Firms by Financial Advisor magazine’s RIA Ranking of 2016 and Northern Virginia Magazine’s annual Top Financial Professionals list of 2016.
About Bernhardt Wealth Management
Bernhardt Wealth Management was established in 1994 by Gordon J. Bernhardt, CPA, PFS, CFP®, AIF®. The firm provides financial planning and wealth management services to affluent individuals, families and business-owners throughout the Washington, D.C. area. The Bernhardt team is focused on providing high-quality service and independent financial advice to help clients make informed decisions about their money. For more information, visit BernhardtWealth.com.
Disclosure Statement: Past results are not indicative of future results. Bernhardt Wealth Management, Inc. (BWM) is a registered investment advisor with the Securities & Exchange Commission. BWM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where BWM and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Karen Embry, Impact Communications