Financial Guidance
for Your Business & Family

For over 30 years, Bernath & Rosenberg has helped business owners & affluent families answer all the financial questions they face each day

Preserving Your Family's Wealth

Because you worked tirelessly to grow it

Helping Your Business Grow

Maximizing Your Efficiencies & Preparing for the Future

Our Firm Partners

Decades of experience guiding businesses & families

Discover the Future of Financial Planning

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What's New at
Bernath & Rosenberg?

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Celebrating 35 Years

Proudly Serving Our Clients Since 1986

Business Consulting

Forward-thinking strategies to address your changing needs.

Financial Planning

Developing strategies to help protect, preserve, & grow your wealth.

Audit & Assurance

Examining your business thoroughly, reliably, & efficiently.

Business Tax Services

Helping businesses strategically mitigate taxes.

Estate & Legacy Planning

Plans that will yield piece of mind & a lasting legacy.

Individual Tax Services

Helping individuals & families mitigate taxes.

Wealth Management

Focusing on wealth preservation for generations.


Navigating compliance & planning techniques for organizations.

Retirement Plan Design

Helping business owners attract & retain employees.

Your Experience

What you can expect when you work with Bernath & Rosenberg

Your Support Team

The men and women supporting you at Bernath & Rosenberg

Your Resources

Information at your fingertips and easy access to your accounts

Putting Your Needs First

The team at Bernath & Rosenberg works diligently to meet all your needs:

Ongoing Education

To ensure we remain up-to-date on regulatory changes

Extraordinary Ethics

To ensure all staff operates with utmost integrity


To ensure no stone is left unturned in your strategy