top of page


The Evolution of Behavioral Finance: Why Successful Investing is About More Than Just the Math
When I was a finance major at the University of Georgia, I studied the Capital Asset Pricing Model (“CAPM”). Early in my career I was...

Jeff Bernier
May 8, 20234 min read
3 views
0 comments


Beyond the Material Matters: How I Found Deeper Purpose in Helping Clients Live Happier Lives
By 2005 I could see that my business was going to thrive. So why wasn’t I satisfied? My first epiphany came that same year when I went...

Jeff Bernier
May 4, 20232 min read
5 views
0 comments


Trusting Your Gut: 5 Questions to Ask When Choosing a Financial Advisor
No matter how perfect an advisor’s background, skills, and ethics may be, it’s important to trust your gut when it comes to your personal...

Jeff Bernier
Apr 23, 20231 min read
4 views
0 comments


Financial Peace and Meaning in Tandem
Have you been working diligently in your profession and “counting the days” until you no longer trade your efforts for a paycheck? Have...

Jeff Bernier
Oct 15, 20222 min read
17 views
0 comments
bottom of page