Community Involvement

Community Involvement

Giving back, creating change.

The team at Bernicke Wealth Management believes that being involved in the communities in which we live and serve creates positive, measurable change. Not only do we give to our local communities through financial support but also with our time through volunteering.

Charity Fridays

Charity Fridays is a program where employees can donate to a local nonprofit and wear more casual attire on Fridays to bring awareness to the organization we’re supporting. If you’re in the office on a Friday, be sure to ask us about the organization we’re supporting for that month! 

Here are some of the organizations we’ve supported in the past year!

  • Feed My People Food Bank
  • Ronald McDonald House Charities
  • Boys and Girls Club of the Greater Chippewa Valley
  • Joshua’s Camp
  • American Cancer Society
  • United Way of the Greater Chippewa Valley
  • Eau Claire County Humane Society
  • St. Jude’s Children’s Hospital
  • Refuge Farms
  • Beaver Creek Reserve
  • Toys for Tots
  • Eau Claire Chamber Educational Foundation
  • L.E. Phillips Memorial Public Library Story Builder Project
  • Eau Claire Special Olympics 

Sponsored Organizations and Events

Several organizations do great things in our community, and we feel it’s important to give back and help support those in need. We provide some of the much-needed support through fundraisers and special events so these organizations can more easily fulfill their missions.

Goodwill Days

Because we believe that giving back is an important part of our culture, every employee at Bernicke is given eight paid hours per year to volunteer with a non-profit organization or cause in their community. Employees have worked at food pantries, ran 5k races to support cancer research, or did cleanup work at a local Scout camp.

Giving on Behalf of Employees

Bernicke Wealth Management makes it a priority to help employees give to their favorite charities by donating on behalf of each employee to the charity of the employee’s choice.

Are We Right for You?

Schedule Your Complimentary Consultation Today!

About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2021 Bernicke Wealth Management, Ltd. | Site Development: Midstream Marketing

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.

  • This field is for validation purposes and should be left unchanged.