Financial Guidance
for Your Business
& Family

For over 35 years, Bernath & Rosenberg has helped business owners & families answer all the financial questions they face each day.
Where You've Seen Us

Discover The
Bernath and Rosenberg Difference

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who we serve

At Bernath & Rosenberg, we share a common mission – to help you in achieving your goals. Whether you’re embarking on your financial journey, planning for retirement, or savoring your golden years, our dedicated team is here to support you.


I want to help my business continue to thrive, while also planning for retirement and succession.

Pre Retirees

I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.


I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).

Private Client

I’m a high-income earner with complex needs that require sophisticated, specialized solutions.

Not-for profit

I have a not-for-profit organization and need help navigating its complexities, from fundraising challenges to regulatory compliance.

Our services

Your success is our priority. We offer a comprehensive range of services to cater to all your accounting, tax, and wealth management needs.

Accounting & tax

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.