A good financial strategy should make your life simpler, not more complicated.
That’s what this firm has been built around since 1985. We’re an independent, fee-based firm working with pre-retirees, retirees, and business owners, with offices in Wisconsin and Minnesota, and registered to serve clients in 34 states. The plans we build coordinate investment management, retirement planning, tax minimization strategies, and estate planning into one plan, not four separate ones.
It started on a napkin, in Eau Claire, in 1985.
Ty Bernicke’s dad, Barry Bernicke, started this firm on a napkin in Eau Claire in 1985, working two other full-time jobs to get it off the ground. His tough-love approach, build your own clients or the business isn’t for you, is what pushed Ty to learn everything he could about the job. Over 40 years later, the firm has grown from a few people to a team of over 30, currently serving 900+ households, while keeping that family feel a priority.
Ty Bernicke, CFP® | President & CEO
Ty has researched retirement planning, investment management, and tax minimization since 2005, published or cited in outlets including Forbes*, MarketWatch, The New York Times, and Futures Magazine, and interviewed on CNN’s In the Money and CNBC’s Squawk Box, among others. That research doesn’t stay in his office: it’s an ongoing pursuit, one our wealth managers draw on to help clients work toward their unique financial aspirations.
Ty Bernicke, CFP® | President & CEO
Ty has researched retirement planning, investment management, and tax minimization since 2005, published or cited in outlets including Forbes*, MarketWatch, The New York Times, and Futures Magazine, and interviewed on CNN’s In the Money and CNBC’s Squawk Box, among others. That research doesn’t stay in his office: it’s an ongoing pursuit, one our wealth managers draw on to help clients work toward their unique financial aspirations.
Ty Bernicke is a paying member of the Forbes Finance Council, which provides the opportunity to contribute articles to Forbes. Media appearances, publications, and citations referenced on this page do not constitute an endorsement of Bernicke Wealth Management or its advisors. Past publications are not indicative of future coverage or investment performance or success.
Fiduciary & Client‑Focused
Fiduciary Standard
As a registered investment advisor, we're legally required to act as a fiduciary in your best interest, the same standard every RIA is held to. We recommend solutions that we believe will help you reach your unique goals.
Client-Focused
Once your plan is in place, we don't set it aside. CERTIFIED FINANCIAL PLANNER™ professionals, tax planning professionals, and the right outside professionals your situation calls for all work from the same plan, together.
Hear from people who've been through the process.
The Google reviews above may be from current or former clients, or individuals who are not clients of Bernicke Wealth Management (“BWM”). Reviewers have not been compensated or received any material incentives for providing a review. No material conflicts of interest have been identified within these reviews. BWM’s Eau Claire office has maintained an “Excellent” 5-star rating on Google since October 16, 2021.
Reviews Disclosure
Questions people ask us about investment management.
We offer investment management, retirement planning, tax minimization, and estate planning, coordinated into one plan rather than handled separately. Clients with $1 million or more in investable assets also have access to our Private Client Group, which adds additional planning benefits across all four areas.
We have four locations across Wisconsin and Minnesota: De Pere and Eau Claire, Wisconsin, and Minnetonka and Woodbury, Minnesota. Together, these offices serve the Green Bay Metro Area, the Chippewa Valley Area, and the Twin Cities. We also meet with clients virtually and are registered to serve clients in 34 states.
Yes. Ty Bernicke has been recognized by Forbes as a Wisconsin Best-In-State Wealth Advisor for nine consecutive years. Bernicke Wealth Management was also named to the Forbes America's Top RIA Firms list.
Most recently awarded April 7, 2026 (data as of June 30, 2025). Forbes America's Top RIA Firms awarded October 1, 2024 (data as of March 31, 2023). Both rankings developed by SHOOK Research. BWM did not pay for these rankings but paid a fee to license the award logos. Award Disclosure
Our team includes Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), Accredited Investment Fiduciary® (AIF®), Tax Planning Certified Professional® (TPCP®), and Master of Business Administration (MBA) professionals. That depth of education means we're equipped to understand your specific situation, even when it's complicated, and build a plan around it instead of applying a one-size-fits-all approach.
It starts with a call to see if we're a good fit. From there, we'll match you with an advisor and walk through your full financial picture together, lay out an analysis of where you stand, and bring it together in a recommendation meeting with a clear path forward. From that point on, we keep reviewing and adjusting as your life changes.
Ty Bernicke, CFP®, named a 2026 Forbes Best-In-State Wealth Advisor (awarded April 7, 2026; data as of June 30, 2025). BWM did not pay for this award but paid a fee to license the logo. Award Disclosure
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