James H. Bernath – Founder & Partner

CPA/PFS, CFP®

James H. Bernath is a Certified Public Accountant, Certified Financial Planner™ practitioner and Personal Financial Specialist.

With over 40 years of experience in a broad range of accounting and business management disciplines, Jim specializes in providing professional accounting, audit, tax, and financial advisory services to businesses and affluent families.

Contact

212.221.1140 x114

Email

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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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About

Services

Wealth Management

Resources

Five Towns Office

126 Spruce Street Cedarhurst, NY 11516

Lakewood Office

1515 Pine Street, Suite 250 Lakewood, NJ 08701

Monsey Office

365 Route 59, Suite 203 Airmont, NY 10952

Florida Office

820 W 41 St. Suite 413 Miami Beach, FL 33140

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