Our Advisory Firm

Get to know you

It is important to us that we become a trusted member of your family. So, our first priority is getting to know you while you get to know us.

Create a plan

Next we build you a plan, one that is rational and customized to your unique needs. If you don’t agree with the plan, we can stop there. And you can take it with you.

Fund the plan

Third, we help you fund the plan to meet your goals. Sometimes, this means untangling the spaghetti of previous decisions. That’s ok, we can help with that.

Instill discipline

Finally, we help you keep your plan on track, no matter what. We stay in touch, reminding you that even when you aren’t thinking about your future, we still are.

About Us Image

Family Wealth Management

Bernard & Johnson began their journey as an independent advisory practice as an affiliate of Wells Fargo Advisors Financial Network in 2009 and became an independent registered investment advisor in June 2016. Now, as an independent registered investment advisor ("RIA"), we have achieved "full independence". Without the influence of a brokerage or large bank, we offer objective advice, great service, and a committed effort to help protect our client's interests.

We can help!