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Matthew Haraburda

Bernardo Wealth Planning, LLC

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About Matthew Haraburda

Matthew Haraburda is a financial advisor with Bernardo Wealth Planning, LLC. Matthew has been in the industry since 2013 and has a Series 7, Series 52, Series 55, and SIE. Matthew is also a Chartered Financial Analyst. The Bernardo Wealth Planning, LLC team has expertise in portfolio management for individuals, financial planning, and selection of other advisors. Their practice serves high-net-worth individuals, corporations, and other businesses, with a focus on wealth management strategies for individuals.

Firm Information

Matthew Haraburda is currently registered with Bernardo Wealth Planning, LLC. Bernardo Wealth Planning, LLC is an independent financial advisor headquartered in Harleysville, Pennsylvania. They offer a wide range of financial planning and wealth management services to individuals, corporations, and pooled investment vehicles. They manage over $609 million in assets for 1858 clients, and their team includes 9 investment adviser representatives and 5 licensed agents. The firm specializes in working with high-net-worth individuals and has a strong track record of providing personalized financial advice and investment strategies.
Bernardo Wealth Planning, LLC

272 RUTH ROAD

HARLEYSVILLE, PA 19438

$609.82M

Assets Under Management

25

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Haraburda’s Registration & Firm History

PA

05/21/2023 - Present

Bernardo Wealth Planning, LLC (HARLEYSVILLE PA)

NY

09/08/2016 - 06/13/2017

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

07/29/2013 - 06/13/2017

MORGAN STANLEY (New York NY)

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Licenses & Designations

BC

Issued 08/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2014

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/12/2013

Series 52 - Municipal Securities Representative Examination

BC

Issued 07/27/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Haraburda.
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