Who We Are

Bernard has been providing Fee-Only financial planning, investment advisory and income tax services for individuals for 20 years. He was recognized by WORTH Magazine as one of “The Best Financial Advisors” in the nation four times in a row. His practice was profiled in the December 2000 issue of Investment Advisor Magazine. Bernard’s practice was also profiled in the February issue of the NAPFA Advisor. Accounting Today Magazine has twice listed him as one of the CPAs to know in financial planning.

Bernard has been a Certified Financial Planner licensee and Registered Investment Advisor since 1983. He is one of 1,200 members of NAPFA, the National Association of Personal Financial Advisors, where he currently serves on the national Board. Bernard is a member of the American Institute of CPA’s (AICPA) and the New Jersey Society of CPA’s (NJSCPA) where he is a former member of the Board of Trustees and a former Chairman of the Personal Financial Planning Committee.

Yvonne is Vice-President and Treasurer of Kiely Capital Management, Inc. She has a BA in English, a BS in Accounting (Magna Cum laude) and an MBA in Finance. Additionally, she is a Chartered Mutual Fund Counselor (CMFC). Yvonne manages the day to day investment and reporting process at Kiely Capital Management, Inc.