Info

Berno Financial Management Inc. provides Comprehensive, Fee-Only Personal Financial Planning and Investment Advisory Services. OUR MISSION: "To provide financial peace of mind for our clients and to help our clients identify and achieve their long-term personal financial goals." INDEPENDENT: The firm is not affiliated with any insurance company, brokerage firm, bank, mutual fund, accounting firm or law firm. We are able to provide completely objective advice. Referrals are made to specialists as necessary. Services are coordinated with your other professional advisors to meet your needs. FEE-ONLY: We are paid solely by you with a fully disclosed fee based on a percentage of investment assets, flat fee or hourly rate. This avoids potential conflicts of interest caused by sales commissions, incentive awards, etc. Free initial consultation with no obligation. All matters are completely confidential.