Sound & Thoughtful

Investment Advice and Financial Planning

Over 25 years of sophiscated, high-level investment experience used to deliver simple & understandable financial strategies.

Bernstein Financial Advisory focuses on establishing long-term relationships as your caring, trusted advisor.

We help individuals and families determine their current financial health and identify short- and long-term financial goals. Bernstein Financial Advisory creates realistic and achievable financial strategies in collaboration with you.

ARE WE RIGHT FOR YOU?

Bernstein Financial Advisory seeks to establish long-term, trustworthy relationships with our clients. We offer a complimentary 60-minute meeting to review your current financial needs. What are your goals and how can we help you achieve them?

WHY CHOOSE BERNSTEIN FINANCIAL ADVISORY?

We are an independent, fee-only, registered investment advisory firm. That means we put the interests of our clients first. Bernstein Financial Advisory serves as a fiduciary to clients in the greater Minneapolis-St. Paul area and across the nation. We are obligated to act in our clients' best interest, and never receive commissions from product sales.

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Our Approach

We're focused on a simple and understandable approach to investing. We use strategic asset allocation to match investments to your needs. This allows for the highest likelihood of achieving your goals.

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Dedication To Clients

We firmly believe that putting the interests of our clients first will also result in success for the company. We are committed to helping you plan your financial future and understanding your larger life goals.

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Experience

After 25 years in the investment management business, our founder started Bernstein Financial Advisory. Now, we are able to bring that same high-level, sophisticated investment advice to you, our clients.

PROFESSIONAL AFFLIATIONS

Bernstein is a NAPFA Member
Bernstein is a member of XY Planning Network
Financial Planning Association of Minnesota