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Paladin Research Report For:

Matthew Haraburda

Bernardo Wealth Planning

527 Green Hill Lane
Berwyn, PA 19312
610-420-0224

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

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

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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