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Education Center

Checklists

Checklists to help you prepare for different aspects of retirement.

Guides

Guides to help you prepare for different aspects of retirement.

Short Videos

Videos designed to help you prepare for different aspects of retirement.

Webinars

Our webinars are designed to help you understand important retirement strategies in an educational format to provide you confidence with your important retirement decisions.

Articles

Research articles designed to explain strategies to help you understand key aspects related to retirement.

Retirement Calculator

Use our free retirement calculator to help you determine if you have enough money to retire.

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 19 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.

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.