Financial guidance for your business and family
For over 30 years, Bernath & Rosenberg has helped business owners & affluent families answer all the financial questions they face each day
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.
Not-for-Profit
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
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.
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
Detail-Focused
To ensure no stone is left unturned in your strategy
