It takes a village.
It’s a great honor to be added to a list, receive an award, or gain recognition for the retirement planning, investment management, and estate planning work our firm has done in the best interest of clients. We know there is a lot of work that goes into making your experience at Bernicke a great one, and we’re humbled that the work we do for you every day is noticed by others.
Ty Bernicke Recognized as a 2019 Forbes Best-In-State Wealth Advisor
Ty Bernicke, President and owner of Bernicke Wealth Management, was recently recognized as a Best-In-State Wealth Advisor by Forbes for the second year in a row. The list spotlights advisors who are leading the way in offering best practices and providing a high quality experience for clients.
“I was humbled once again this year to find out we'd made the Best-In-State list," said Bernicke. "We take pride in striving to do what is best for our clients, being transparent, and having a positive impact on their lives. It's great to see that effort recognized.”
Bernicke Wealth Management, located in Altoona, is an independent firm that provides wealth management services to individuals, retirement plan services for businesses, and investment management for non-profit entities.
About the Best-In-State Study
The study, developed by SHOOK Research, looked at qualitative and quantitative data like client retention, assets under management, compliance records, industry experience, team dynamics, community involvement, investing process, and best practices with clients, among other factors.
Securities offered through Triad Advisors, LLC, member of FINRA/SIPC. Advisory services offered through Bernicke Wealth Management, Ltd. (Bernicke). Bernicke is not affiliated with Triad Advisors, LLC. For details about the methodology, or to see the full list, visit http://www.forbes.com/best-in-state-wealth-advisors.