Search company, investor...

Founded Year

1985

About Bernicke Wealth Management

Bernicke Wealth Management is an independent financial firm focused on wealth management and serving individual investors and businesses. The company offers a suite of services including investment management, retirement planning, tax minimization strategies, and estate planning. Bernicke Wealth Management primarily caters to pre-retirees, retirees, and business owners. It was founded in 1985 and is based in Altoona, Wisconsin.

Headquarters Location

1565 Bluestem Boulevard

Altoona, Wisconsin, 54720,

United States

Loading...

Loading...

Bernicke Wealth Management Frequently Asked Questions (FAQ)

  • When was Bernicke Wealth Management founded?

    Bernicke Wealth Management was founded in 1985.

  • Where is Bernicke Wealth Management's headquarters?

    Bernicke Wealth Management's headquarters is located at 1565 Bluestem Boulevard, Altoona.

  • Who are Bernicke Wealth Management's competitors?

    Competitors of Bernicke Wealth Management include Berkshire Investment Group and 4 more.

Loading...

Compare Bernicke Wealth Management to Competitors

Z
Zenith Wealth Partners

Zenith Wealth Partners specializes in financial planning and investment management within the financial services sector. The company offers comprehensive financial planning, tailored investment portfolio management, and business advisory services. Zenith Wealth Partners primarily serves individuals and institutions seeking to align their wealth with their values and achieve financial independence. It was founded in 2019 and is based in Philadelphia, Pennsylvania.

W
Waverly Advisors

Waverly Advisors offers financial advisory services. The company provides a range of services including comprehensive financial planning, investment management, tax and estate planning, and institutional consulting. It primarily serves high-net-worth individuals, families, corporate retirement plans, trusts, endowments, and institutions. It was formerly known as Warren Averett Asset Management. The company was founded in 1999 and is based in Birmingham, Alabama.

k
kANU Asset Management

kANU Asset Management is an investment advisory firm. Its services include tax minimization, retirement planning, wealth management, income planning, estate planning, investment management, impact planning, and many more. It provides its services to physicians, business advisory groups, institutions, investment managers, and more. It was founded in 2004 and is based in Cincinnati, Ohio.

C
Commonwealth Financial Group

Commonwealth Financial Group is a company that focuses on financial planning in the financial services industry. The company offers services such as financial planning, consulting, and providing resources to help clients navigate financial complexities and build secure futures. They primarily cater to individuals seeking financial advice and planning. It was founded in 1857 and is based in Boston, Massachusetts.

F
Floyd Financial Group

Floyd Financial Group is an independent financial advisory firm. It provides financial planning, retirement planning, investment management, asset management, estate planning, elder care planning, and more. It serves different types of clients, including new retirees, pre-retirees, new parents, small business owners, families with college-aged students, and veterans. It was founded in 2002 and is based in Springfield, Missouri.

TCI Wealth Advisors Logo
TCI Wealth Advisors

TCI Wealth Advisors is a firm focused on financial planning and wealth management. The company offers a range of services including wealth management, financial education, cash flow strategy, investment strategy, tax planning, estate planning, and insurance planning. TCI Wealth Advisors primarily serves individuals and businesses seeking financial planning and wealth management solutions. It was founded in 1990 and is based in Tucson, Arizona.

Loading...

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.