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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Our advisors

Advisor photo for Lenny Bernard

Lenny Bernard

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Lenny Bernard Visit Lenny Bernard's website
Advisor photo for Rachel Thomas

Rachel Thomas

Financial Advisor

Client Relationship Manager
Learn more about Rachel Thomas Visit Rachel Thomas's website


Our team

Isabella Henneberg

Isabella Henneberg

Administrative Assistant,

Paraplanner
Derek Frederick Jr

Derek Frederick Jr

Client Service Specialist,

Financial Planning Assistant
Stephanie Thornhill

Stephanie Thornhill

Financial Planning Specialist