What You Can Expect

Ultimately, when you partner with Bernath and Rosenberg, you can expect trusted and personalized guidance for your business and family finances. When you work with us, we’ll provide you with:

Personal Relationships

It never feels good to be lost in the crowd or to feel like just another spoke on the wheel. At Bernath and Rosenberg, we strive to make sure every client receives the attention and tailored solutions they deserve.

Holistic Strategies

Because your business impacts your family, and your family impacts your business, we keep both in mind while creating a personalized strategy for you.

Care and Respect

We honor you for your unique values, vision, priorities and life history. We treat you as we would want to be treated: with respect, fairness, care and professionalism.


We make accessing your accounts simple with our online client center. Check all of your accounts at anytime from anywhere with our easy-to-use software.

Fiduciary Promise

We believe all financial advisors have a permanent fiduciary obligation to their clients, and we willingly embrace our responsibility to always place your interests first — not just when it is convenient.

World-Class Solutions

Bernath & Rosenberg has access to world-class products and solutions for all your accounting, tax and wealth management needs.

Ongoing Communication

Bernath & Rosenberg will consistently communicate with you about your goals and finances, and provide you with information on subjects that can impact your financial life. Sign up for our eNewsletter


You can expect a live person answering your phone call during business hours, and, if you leave a message after hours, a returned call the next business day.