Your Trusted Financial Partners

Bernath & Rosenberg is a true financial services firm. With over 35 years of experience guiding business owners and affluent families, we’ve built our reputation on solid ground: integrity and personalized service.

Customized Tax Advice

Any CPA can input numbers and prepare a tax return. At Bernath & Rosenberg, we focus on understanding your unique financial situation to find smart ways to lower your taxes and keep more money in your pocket. We’re here to help you navigate the tax world in a way that benefits you the most. Because in the end, it’s not about how much you make, it’s about how much you keep.

Simplify Your Financial Life

When clients come for help, they often arrive with a scattered financial life—bank statements, real estate investments, wills, trusts, and more—all in disarray. But our promise remains unchanged. We offer the highest level of integrity and a personal touch in every financial strategy we craft, tailored just for you.

Your Personal Financial Board Room

Imagine walking into a boardroom where everyone is focused on one goal: your financial success. That’s what you’ll find at Bernath & Rosenberg. Our team of over 100 specialists in accounting, tax and wealth management is here to offer personalized advice and support designed specifically for your unique circumstances. That means our priority isn’t showcasing what we have—it’s delivering precisely what you need.

Streamline Your Finances

We believe in making your life easier by bringing all your complex planning needs under one roof. This way, there’s no need to stitch together advice from different sources. From tax planning to estate management and managing your investments, we coordinate every aspect, so you don’t have to. It’s a level of service and advice that’s hard to find anywhere else.

Partnership and Trust

With Bernath & Rosenberg, you’re getting more than a financial advisor. You’re gaining a partner who is as committed to your success as you are. We get to know you, your aspirations, and your challenges. Not only that, we get to know your family, your children, and even your grandchildren. We’re here to provide guidance that makes sense for you and your unique situation.

High Standards

At Bernath & Rosenberg, we are a dedicated team of Certified Public Accountants (CPAs) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, committed to staying current with the very latest in tax laws and financial planning strategies. Our focus on continuous education ensures we are equipped to offer you the most up-to-date advice and strategies tailored to your unique financial situation.

Experience the Bernath & Rosenberg difference—where integrity meets personalized financial planning. Reach out now to create a strategy that reflects your unique goals.