Location: McLean, VA
Specialty: Investment and wealth management
Gordon J. Bernhardt, CPA, PFS, CFP, AIF
President and CEO
Bernhardt Wealth Management, Inc. helps clients make informed financial decisions, from investments to tax planning and more. Under Gordon J. Bernhardt’s leadership, national publications have hailed Bernhardt Wealth Management as one of the nation’s best, fastest-growing independent registered advisory firms. Bernhardt created the firm in 1994 because he found the fiduciary duty of brokering under typical Wall Street conditions too restrictive to effectively meet client needs. His team lives the firm’s core values: competence, chemistry, character and caring. Competence stems from certification and ongoing education; chemistry from understanding the unique goals of clients; character is demonstrated by integrity, honesty and dependability; and caring is one of the foundations upon which the company was built.
QUICK TIP: “People don’t care how much you know until they know how much you care.”
Bernhardt has also authored a nine-volume book series, Profiles in Success: Inspiration from Executive Leaders in the Washington, DC, Area. The series uses personal stories from executives, CEOs and entrepreneurs throughout the metro area to inspire current and future small business owners. Through interviews for his book, Bernhardt was able to build valuable relationships with business leaders where they had not existed before.