Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, announced that Joe Bernheimer has joined the firm as senior partner and managing director.
Bernheimer, an industry veteran with $141 million in client assets, will establish a new office location in Metuchen.
“Joe is an exceptional advisor, and his commitment to delivering holistic, personalized solutions for his clients embodies the values of our firm,” said Greg Franks, managing partner, president and COO of Snowden Lane Partners.
“We’re humbled that he chose Snowden Lane for this next chapter amid a competitive recruiting environment, and we’re confident that he will spearhead our firm’s efforts to further establish our presence in New Jersey.”
Before joining Snowden Lane, Bernheimer served as an advisor and branch manager at Osaic and previously spent 17 years at Sagepoint Financial. Specializing in investment advisory services, he has been a CFP and ChFC for over 20 years, in addition to earning his license for life, health and property and casualty insurance.
