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