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Matthew Ryan Rittenhouse

Bernardo Wealth Planning, LLC

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About Matthew Ryan Rittenhouse

Matthew Rittenhouse is a financial advisor registered with Bernardo Wealth Planning, LLC in Harleysville, Pennsylvania. Matthew has been in the industry since 2002. He has a wide range of experience and expertise, offering financial planning, portfolio management, pension consulting, and selection of other advisors. Matthew is a Certified Financial Planner™ professional.

Firm Information

Matthew Rittenhouse 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 Rittenhouse’s Registration & Firm History

PA

09/08/2017 - Present

Bernardo Wealth Planning, LLC (HARLEYSVILLE PA)

PA

11/08/2004 - 09/12/2017

MML INVESTORS SERVICES, LLC (HORSHAM PA)

AL

07/16/2002 - 08/06/2004

PROEQUITIES, INC. (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 07/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/22/2004

Series 24 - General Securities Principal Examination

BC

Issued 09/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Ryan Rittenhouse.
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