MatthewHaraburda- Financial Advisor Berwyn, PA

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About Matthew Haraburda

We aim to work as a team at Bernardo Wealth Planning and have specialists within each area of financial planning who all hold a CFP designation. We begin the relationship by having an introduction call to discuss the client's goals and give an overview of the firm and our process to see if we would be a good fit. Next, we would schedule an inventory meeting with our director of Financial Planning to review the client's current financial situation and talk more specifically about the client's goals.

Once we have gathered the client's financial information and discussed goals, we would spend approximately 2 weeks preparing a financial plan to present to the client which can be done in person or virtually, whichever the client prefers. The financial plan covers all areas of traditional financial planning such as investments, retirement, taxes, estate planning, insurance, cash flow planning, etc. Upon presenting the financial plan and providing recommendations we would ask if the client would like to engage the firm for investment management services of their accounts.

See Disclosures

General Information

Firm Start Year

2016

No. of Employees

20-49

CRD#

6078579

Firm CRD#

288705

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Matt started his career in 2013 on the wealth management sales and trading desk at Morgan Stanley with a focus on HY debt. He would work with financial advisors to review client portfolios and make recommendations within the fixed income portion of their portfolio. Matt worked as the head trader at Radcliffe, a local hedge fund in Philadelphia, and acted as head of equity capital markets for Fortress Investment Group in New York City.

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®

Securities Licenses

Series 7, Series 63, Series 55, Series 52

Firm Information

Assets Managed by Firm

$625,000,000

Assets Managed by Advisor

$160,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Varies

Education

B. A. - Double Major in Mathematics & Economics -

College of the Holy Cross
8/2009 -05/2013

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892257/paladinregistry-Bernardo-Wealth-Planning-detailed-disclosure.html

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Paladin Research Report For:

Matthew Haraburda

Bernardo Wealth Planning