Your Trusted Financial Partners

Bernath & Rosenberg is a true financial services firm. With over 35 years of experience guiding business owners and affluent families, we’ve built our reputation on solid ground: integrity and personalized service.

Customized Tax Advice

Any CPA can input numbers and prepare a tax return. At Bernath & Rosenberg, we focus on understanding your unique financial situation to find smart ways to lower your taxes and keep more money in your pocket. We’re here to help you navigate the tax world in a way that benefits you the most. Because in the end, it’s not about how much you make, it’s about how much you keep.

Simplify Your Financial Life

When clients come for help, they often arrive with a scattered financial life—bank statements, real estate investments, wills, trusts, and more—all in disarray. But our promise remains unchanged. We offer the highest level of integrity and a personal touch in every financial strategy we craft, tailored just for you.

Your Personal Financial Board Room

Imagine walking into a boardroom where everyone is focused on one goal: your financial success. That’s what you’ll find at Bernath & Rosenberg. Our team of over 100 specialists in accounting, tax and wealth management is here to offer personalized advice and support designed specifically for your unique circumstances. That means our priority isn’t showcasing what we have—it’s delivering precisely what you need.

Streamline Your Finances

We believe in making your life easier by bringing all your complex planning needs under one roof. This way, there’s no need to stitch together advice from different sources. From tax planning to estate management and managing your investments, we coordinate every aspect, so you don’t have to. It’s a level of service and advice that’s hard to find anywhere else.

Partnership and Trust

With Bernath & Rosenberg, you’re getting more than a financial advisor. You’re gaining a partner who is as committed to your success as you are. We get to know you, your aspirations, and your challenges. Not only that, we get to know your family, your children, and even your grandchildren. We’re here to provide guidance that makes sense for you and your unique situation.

High Standards

At Bernath & Rosenberg, we are a dedicated team of Certified Public Accountants (CPAs) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, committed to staying current with the very latest in tax laws and financial planning strategies. Our focus on continuous education ensures we are equipped to offer you the most up-to-date advice and strategies tailored to your unique financial situation.

Experience the Bernath & Rosenberg difference—where integrity meets personalized financial planning. Reach out now to create a strategy that reflects your unique goals.

 

Book A Call

Request an Appointment

We’ll discuss your situation, goals, and needs. Our dedicated advisor will then assist you in achieving true wealth through expert accounting, wealth management, and/or tax guidance.

Financial guidance for your business and family.

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The information appearing on this website is for informational purposes only and is not intended as tax, legal or investment advice. It may not be used for the purpose of avoiding any federal tax penalties. Although these materials may have been prepared by professionals, they should not be used as a substitute for professional services. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists website at Cetera Financial Specialists LLC.