With more than 20 years of experience in financial planning and investment management, BernieHaselhorst has the accumulated knowledge and perspective to help keep you with your financial goals. Bernie understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Bernie will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Bernie endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s mostcomprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Bernie designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Bernie puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Bernie began his career in financial services in 2000 and joined Raymond James in the fall of 2018. He previously spent nearly 10 years with UBS Financial Services. Today, Bernie provides financial planning, investment management, lending solutions and more through Raymond James.

A native of Trenton IL, Bernie resides in Swansea IL. He and his wife Sue have two children, Brenden and Rachel. He graduated from Illinois State University with a BS in Finance in 1989 and earned his MBA from Southern Illinois University-Edwardsville in 1995. He is a Certified Financial Planner™ professional. He is a member of Association for Corporate Growth (ACG) of St. Louis. Away from the office, Bernie also enjoys traveling and golfing.