Accounting Today has released their 15th annual ranking of firms by AUM (Assets Under Management). For the sixth year in a row, Bernath & Rosenberg has been named as one of the leading CPA firms specializing in financial planning and wealth management. The...
What is a family office? The most famous family office, and the first to be formed, was opened by the Rockefeller family. Traditionally, a family office was formed by an affluent family to manage all their financial requirements and other personal needs. The family...
Accounting Today has released their 12th annual ranking of firms by AUM (Assets Under Management). For the third year in a row, Bernath & Rosenberg has been named as one of the leading CPA firms in financial planning. The publication receives hundreds of...
We are proud to be celebrating 30 years serving our clients and community! During the first 15 years, our tiny firm of 4 Certified Public Accountants grew into a well-respected accounting and tax practice of 15 professionals. We specialized in small-to-medium-sized...
