Timothy S. Koehl,  CFP<sup>&reg;</sup> - Financial Advisor

Timothy S. Koehl, CFP®

Principal

Bernhardt Wealth Management, Inc.

7601 Lewinsville Road, Ste 210
Mc Lean, VA 22102
FINANCIAL ADVISOR'S WEBSITE
(703) 356-4380

General

Timothy Koehl is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bernhardt Wealth Management, Inc. in Mc Lean, VA and the surrounding communities.

Financial Advisor Overview

Since our founding in 1994, BWM has acted as a trusted financial advisor in all aspects of our clients’ financial lives by providing a full range of wealth management services. We bring a unique combination of professional competence, a passion for helping successful professionals, retirees and small business owners achieve their financial dreams, with a dedication to the highest ethical values. Working with BWM allows you to develop a quality of life that enables you to spend more time with your family, concentrate on your profession, give back to your community, pursue your personal dreams or make work optional.

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Financial Advisor Experience

I have worked in the financial services industry for over 20 years. I literally grew up immersed in the business as my father was also a CFP® advisor. I was inspired by the positive impact he had on his clients’ lives. From him, I learned that by putting the client first and focusing on their goals and aspirations, I could help people achieve their dreams with a disciplined approach to investing and personal finances.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AAMS

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources