BNA Wealth
SEC RegisteredTax Strategy & Wealth Planning, Working Together
About the firm
Founded by Bernie Ackerman in December 1977, BNA has evolved from a dedicated duo to a team of over thirty experienced professionals, operating from a centralized office in Rock Hill, SC. BNA specializes in delivering comprehensive CPA and Wealth Management services tailored to meet the unique needs of both individual and business customers. BNA Wealth, established in 1991, joined forces with BNA CPA in 2018 and provides a spectrum of financial services to individuals and businesses.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax planning and complicated tax return preparation, financial and estate planning advising, mergers and acquisitions consulting, charitable giving, investment management, retirement planning, insurance, and education planning.
Who they serve
Individuals and businesses, including healthcare professionals such as physicians and dentists, legal practitioners, technology-driven companies, insurance agents, and professional service firms, served throughout the York County area to Charlotte and beyond.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of July 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BNA Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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