Team Photo

Why Invest With Us?

The Bernstein-Patman Financial Consulting Group advises and implements investment planning solutions for affluent families and individuals, privately held companies, and non-profit organizations

Our team provides a strategic and comprehensive approach to wealth management.  We utilize advanced performance and risk analytics to create investment portfolios designed to help achieve our clients' unique goals.  We understand that your circumstances and priorities will evolve and change over time, which is why we are committed to highly personalized client relationships built on trust, timely communication, and service

Forbes 2022 Best-in-State Wealth Advisors List

Congratulations to Brandon Bernstein who has been named to the list of 2022 "Best-in-State Wealth Advisors" for the state of California by Forbes Magazine.*

The Forbes Best-in-State Wealth Advisors* rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.