Contact Us for a Complimentary, No-Obligation Introductory Meeting

John Bernstein is a Minneapolis-based, fee-only financial advisor serving clients both locally and nationally. We can easily facilitate virtual meetings as necessary. All you need for an initial meeting is a general idea of your current financial situation, and some ideas about your future goals.

Bernstein Financial Advisory offers comprehensive financial planning and investment advice to help clients determine their current financial health, identify their short-term and long-term financial goals, and craft a realistic plan to achieve those goals. Contact us for a complimentary, no-obligation, introductory meeting. Use the form below, call (612) 315-9950, or email us at [email protected].