Bernard Wealth Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Bernard Wealth Management
Team photo for Bernard Wealth Management

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Advisors

Advisor photo for Lenny Bernard

Lenny Bernard

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Lenny Bernard's website


Team

Derek Frederick Jr

Derek Frederick Jr

Financial Planning Assistant

Isabella Henneberg

Isabella Henneberg

Administrative Assistant,

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