Bernardo Wealth Planning LLC

Bernardo Wealth Planning is a financial advisory firm located in Lower Salford Township, PA. They specialize in assisting clients with the creation, preservation, and management of wealth, offering services such as retirement planning, investment services, family needs planning, business succession planning, and estate planning. With a client-centered philosophy, Bernardo's investment strategy focuses on theme-driven tactical and non-correlated vehicles, utilizing both passive and active management to mitigate risk and maximize potential returns.

Through their team approach, built on trust and service, Bernardo Wealth Planning aims to help clients achieve their financial goals by utilizing the expertise of professional money managers and providing a comprehensive personal financial management website called emX from eMoney Advisor. This platform allows clients to manage their various banking, investment, and insurance accounts, track budgets and spending, and chart a path for long-term planning goals, all in one convenient online and mobile experience.

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