How to Choose the Right Financial Advisor with Gordon Bernhardt

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By Mark Silverman and Mark J Silverman. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Gordon Bernhardt is the CEO and President of Bernhardt Wealth Management. Bernhardt Wealth Management is a company that offers wealth management and financial planning services to families, business owners, retirees, and individuals with a considerable number of assets. He is an Accredited Investment Fiduciary, a Certified Financial Planner, and a member of the Board of the University of Virginia Cornerstone Society.

Gordon joins me today to provide expert advice regarding financial planning and describe the financial factors that young adults should consider. He discusses the importance of listening to advice from other people and shares five key things about finances young people should look into. Gordon also explains the importance of knowing which investment medium fits your goals better.

“When it comes to our own things, sometimes we don't think through them like we should.” - Gordon Bernhardt

Today on Mastering Midlife:

  • What young adults should be thinking about financially.
  • The five key financial things that need to be addressed.
  • What an Umbrella Policy is and its benefits.
  • What people need to look for in a wealth manager.
  • The experts you need to consider for you or your loved ones.
  • His investment style and how their company does it.

Gordon Bernhardt’s Words of Wisdom:

  • Trust is important in any relationship we have.
  • The financial industry does not incentivize professionals to act in the best interest for their clients.

Resources Mentioned:

Connect with Gordon Bernhardt:

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