Your Advisory Team

 Gordon Bernhardt; Wealth Management AdvisorGordon J. Bernhardt, CPA, PFS, CFP®, AIF®

President and founder of Bernhardt Wealth Management, Gordon Bernhardt is focused on providing high-quality service and independent financial advice to his clients. He specializes in addressing the unique needs of successful professionals, entrepreneurs and retirees, as well as women in transition.  Read more.Gordon's LinkedIn Contact Gordon

 

 Timothy S. Koehl; Wealth Management AdvisorTimothy S. Koehl, AAMS®, CFP®

As Director of Financial Planning at Bernhardt Wealth Management, Tim Koehl is focused on providing high-quality service and independent financial advice. He specializes in addressing the distinctive requirements of corporate executives, pre-retirees and retirees, as well as women in transition. Read more. Contact TimLinkedIn

 

SoSolon Vlasto; Wealth Management Advisorlon Vlasto, CFP®, CDFA

As Senior Financial Advisor at Bernhardt Wealth Management, Solon Vlasto works with high net worth individuals and business executives in all aspects of wealth management, including investment management, retirement planning, tax planning, college saving, estate planning and other complex financial issues. Read more. Contact SolonLinkedIn