Bernardo Wealth Planning

In 2016, the Bernardo family relaunched and rebranded itself as an independently owned wealth-planning operation. Their new brand illustrates the clarity of thought and high degree of commitment they bring to bear for their clients — skills and instincts honed by 35 years of experience in world-class financial services.

Bernardo Wealth Planning Logo

From our family to yours

After decades at large wire houses establishing their financial bona fides, the Bernardos knew that to best serve their clients’ interests they would need a more autonomous and nimble organization. We helped them position their brand to reflect their essential character: a boutique financial firm built on strong family sensibilities and ethics.

A financial planning site like no other

Standing out from the drab pomposity of many financial websites, the site we created for Bernardo immediately engages viewers with rich visuals and clear, friendly, introductory language. All the content, from team bios to topic-specific blog posts, reinforces the messaging that Bernardo puts Wall Street smarts to work on behalf of everyday Main Street citizens.

Boutique craftsmanship in brand collateral

For Bernardo’s primary informational brochure, we produced a luxurious print piece adding a tactile dimension to the website’s lush sumptuousness. Carrying that aesthetic a step further, we commissioned a local letterpress printer to produce Bernardo's business cards in small batches on heavyweight stock, adding a personal touch to every prospect meeting.

Bernardo Brochure Design
Bernardo: Business Card Design Back
Bernardo: Business Card Design
Bernardo Wealth Planning Outdoor Signage
Bernardo Wealth Planning Signage
“As we prepared to launch a new financial planning firm, we turned to Hanlon Creative to help us define the look, voice, and feel of our brand identity. Their wisdom and responsiveness in the development of our brand has proven to be a great investment for our business.” Nicholas A. Bernardo, CFP®FINANCIAL ADVISOR, MANAGING PARTNER, Bernardo Wealth Planning