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937-308-1578
sam@bernardfp.com
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Samuel Bernard

Samuel Bernard

Financial Advisor

937-308-1578

sbernard@stratoswp.com

Samuel J. Bernard is a Financial Advisor for Stratos Wealth Partners. He graduated from Wright State University in 2011 with a Bachelor’s Degree in Financial Services. Sam has been in the Financial Services industry since 2009 and has held various roles over his career. 

Sam enjoys getting to know his clients on a personal level, so he can better understand their personal and financial goals. He is regularly checking in on his clients and making portfolio recommendations when he sees fit. Sam believes Financial Planning is the foundation to success in retirement.

Sam is actively involved in the community. He has been in the Huber Heights Rotary club since 2014, serving as club President and Secretary during this time. He is also on the board of the Wright State Alumni Association and received the Volunteer Service Award in 2018.

He enjoys playing volleyball, going to WSU Raider basketball games, and working on DIY projects around the house. Sam is also a beekeeper and has his apiary in New Carlisle Ohio. His favorite thing to do is spend time with his family.  Sam and his wife Caitlin have been together since Jr. High and they have two girls, Valerie (2020) and Melanie (2023).  They enjoy walking to downtown Tipp City for pizza and ice cream.

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.