Broker Check

Kevin Bernard, CPA, JD

Financial Advisor

(877) 272-7407


Kevin is an accomplished financial professional who has led the finance function in industry and advised business leaders of Fortune 500 companies such as American Express, J.P. Morgan Chase and Freddie Mac as a member of leading professional service organizations (PwC and KPMG). He has also advised regional venture capital, PE portfolio companies and investment advisory firms across the United States. He has a unique background with substantial experience in several facets of the finance, accounting and investment professions. Kevin has served as Big 4 audit senior manager and advisory consultant, SEC reporting director/officer, CFO of publicly held startups, Director of Finance and pension fund chairman for a municipality and managed his own CPA and consulting firm for over a decade. It is rare to find an individual with this breadth of experience.

Kevin is focused on bringing this breadth of experience and his passion for customized solutions to bear for his tax and advisory clients. By managing your tax and wealth planning objectives together, you can achieve efficiencies that may not be possible by managing these objectives separately. To give his clients full range of investment, tax and advisory options and fee structures, Kevin holds the following licenses and registrations:
 Licensed Registered Representative (Series 7 – Permitting commission based fees when appropriate for clients.)
 Licensed Investment Advisor Representative (Series 66 and 65 – Permitting fee only based compensation when appropriate for clients.)
 Licensed Health, Life & Annuities and Variable Contracts (Permitting family risk management by your primary financial advisor.)
 Licensed CPA - VA & MD (Coupling professional tax advice with coordinated financial advisory services.)

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.