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Victoria Noelle Williams

Bernardo Wealth Planning, LLC

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About Victoria Noelle Williams

Victoria Noelle Williams is an investment advisor representative at Bernardo Wealth Planning, LLC, located in Harleysville, Pennsylvania. Victoria is licensed and registered as an investment advisor representative in Pennsylvania. Victoria has over 5 years of experience in the financial services industry, working with various clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Victoria specializes in providing financial planning, portfolio management, and pension consulting services.

Firm Information

Victoria Williams 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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Victoria Williams’s Registration & Firm History

PA

12/20/2023 - Present

Bernardo Wealth Planning, LLC (HARLEYSVILLE PA)

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Licenses & Designations

IA

Issued 12/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victoria Noelle Williams.
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