Accounting Today has released their 12th annual ranking of firms by AUM (Assets Under Management). For the third year in a row, Bernath & Rosenberg has been named as one of the leading CPA firms in financial planning. The publication receives hundreds of submissions each year and features the Top 150 Firms in the nation. We are honored to be part of this distinguished group and look forward to continued growth.
Bernath & Rosenberg’s team of CERTIFIED FINANCIAL PLANNER™ professionals helps business owners and affluent families clarify the financial questions they face everyday. Using our experience and knowledge in accounting, tax and wealth management, we provide our clients with personalized solutions through every stage of their life.
We are grateful to receive this honor and thankful for the efforts of our team and the continued trust that our clients place in us.