Bernie Wurts, CFP®

Financial Advisor

Since 1994, Bernie Wurts has been working with individuals and business owners to help them prepare for retirement and plan for long-term financial security. As a Certified Financial Planner™, Bernie’s practice centers on building thoughtful retirement income strategies designed to help clients pursue stability and flexibility across market cycles.

Bernie believes retirement planning goes beyond numbers alone. While disciplined financial strategy is essential, he understands that personal values, family priorities, and life goals are equally important in shaping a meaningful retirement. His philosophy reflects the belief that integrity and character are foundational to the advisor-client relationship.

With more than three decades of experience in the securities industry, Bernie works closely with a network of CPAs and estate planning attorneys to ensure coordination across investment, tax, and legacy planning strategies. His goal is to help clients move forward with clarity and confidence in every stage of retirement.

Bernie earned his Bachelor of Science degree in Business from the University of Akron and obtained his Certified Financial Planner™ designation in 1998.

Outside of the office, Bernie values time with family and community.