Bernardo Wealth Planning
Bernardo Wealth Planning is a full-service financial advisor that specializes in retirement preparation, personal investing, estate planning, and business succession arrangements. For their new headquarters in Harleysville, Pennsylvania, Bernardo Wealth Planning required a polished and unified brand experience that supported their traditional, community-centered outlook. Each component was designed and manufactured to express confidence and credibility without pretense, aligning with their “Main Street not Wall Street” approach to financial planning.
- Establish and launch a brand identity that resonates with a specific customer base while achieving the brand’s overall desired aesthetic.
- Execute a branding redesign across all marketing channels while maintaining a localized feeling and approach.
- Design and remodel new office location that blends contemporary and rustic styles that lend naturally to the building's historical design.
- Develop streamlined elements to promote branding consistency while allowing for flexibility across platforms.