Gordon J. Bernhardt

Gordon 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.

Gordon  recognizes that while fulfilling work is important, the greatest rewards come  from living a well-rounded life. For that reason, he strives to relieve his  clients of their financial anxieties, so that they can pursue their dreams.

Having grown up in a Nebraska farming community, Gordon left the Midwest  in the early 80s for his first job as assistant to a U.S. House Representative  in Washington, D.C., followed by a position for the U.S. Senate Finance Committee. On entering the financial industry, Gordon worked for Price  Waterhouse (now PricewaterhouseCoopers) and then spent three years in the  corporate accounting world. Next, he worked for Acacia and American Express  Financial Advisors (now Ameriprise) before starting his firm in 1994.

Gordon holds a degree in commerce from the University of Virginia. He is  a Certified Public Accountant and Personal Financial Specialist. Committed to a  higher fiduciary standard of excellence, he has earned the professional  designations of CERTIFIED FINANCIAL PLANNER™ professional and Accredited  Investment Fiduciary®.

Outside of work, Gordon is a board member of  CrisisLink and past board member of the Orphan Foundation of America. He is also  actively involved with BEST Kids Mentoring Program and Action in Community  through Service.

Education

  • B.S., University of Virginia, Commerce
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • CERTIFED FINANCIAL PLANNER™ professional
  • Accredited Investment Fiduciary (AIF®)

Affiliations/Memberships

  • Board Member, University of Virginia Cornerstone Society
  • National Association of Personal Financial Advisors
  • Financial Planning Association
  • Virginia Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Northern Virginia Estate Planning Council

Media Resource

  • Book Author, Profiles in Success: Inspiration from Executive Leaders in the Washington D.C. Area
  • MSN Money
  • CNN Money
  • Kiplinger 
  • The New York Times
  • Today’s Chiropractic
  • Lifestyle magazine
  • Executive Leaders Radio