Learn why you may be able to retire earlier than you think.
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Recognitions & Awards

WE'RE HUMBLED

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 clients’ best interest. We know there is a lot of work that goes into making your experience at Bernicke a great one, and we’re humbled that others notice the work we do for you every day.

Ty Bernicke Recognized as a 2022 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 fifth consecutive year. The list spotlights advisors leading the way in offering best practices and providing a high-quality experience for clients.

“Bernicke Wealth Management takes pride in striving to do what is best for our clients, being transparent, and positively impacting their lives.” Said Bernicke. “Having those efforts recognized is a tremendous honor.” 

About the Best-In-State Study

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Please visit the Forbes website to view the full list of Best-In-State Wealth Advisors or to read more about the methodology.

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Learn why you may be able to retire earlier than you think.
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