Are you... 

• Looking for a second opinion?
• In transition between jobs?
• Selling your business?
• Going into retirement?
• Going through a divorce or loss of a loved one?

We are here to help!
Weltman Bernfield Strategic Advisory Services

• Your one stop, educational resource for all things relating to your financial well-being
  
• Fully independent, fee-based fiduciaries providing information without obligation for Retirement Planning, Tax Planning, Estate Planning, Insurance and Wealth Management.
   

Welcome to Weltman Bernfield, a certified public accounting and business consulting firm. We offer clients the expertise of a large CPA firm with the benefits of personalized service. Our professionals' combination of education, experience, and ongoing training means clients consistently receive efficient service and value.

Our roots date back to the 1920’s, yet our focus is the present and the future…yours.  Read more.
 

News You Can Use

• Web Portal Videos: Need help understanding your web portal? View our instructional web portal videos .
• WB Blog: Thoughts and behind the scenes views. Read the blog.
• Visit our News page for links to our latest articles, press releases and newsletters

• Accounting Intern Scholarship Program--The 2012 Summer Internship Program completed its first successful year. Congratulations to the eight interns participated. For information on the 2013 Summer Internship Program, visit the Accounting Intern Scholarship Program website at www.AccountingISP.com.
  

  Read more about AISP and the 2012 session in "Interns for all" from the Janaury 2013 issue of Accounting Today

  The program was also highlighted in this article from AccountingWeb.com.

  For more pictures, visit our Facebook photo album.