Bernstein Advisors helps small and medium-sized businesses gain the financial expertise of an experienced CFO, Marshall Bernstein—without the cost of a full-time finance team. We provide strategic guidance, strengthen financial operations, and implement efficient processes that drive growth, improve performance, and support confident decision-making. With expertise across the consumer products sector and many other industries, we deliver practical financial solutions tailored to your business.

With over 20 years of finance leadership, including 13 years as Chief Financial Officer, Marshall is a seasoned finance and operations executive Throughout his career, Marshall has cultivated strong relationships with accounting and tax professionals, financial institutions, insurance providers, logistics partners, and technology experts, giving clients access to a trusted network of strategic resources.

Before founding Bernstein Advisors, Marshall served as CFO for Daytona Apparel Group, Robert Graham, and NEST Fragrances, where he successfully transformed finance departments to meet the evolving demands of private equity ownership. Recognized for his strategic insight, sound judgment, and unwavering integrity, he has earned a reputation as a trusted advisor for business leaders navigating complex financial decisions.

What sets Bernstein Advisors apart is, our ability to combine hands-on financial expertise with a practical, results-driven approach. By assembling multidisciplinary teams tailored to each client’s unique needs, We deliver customized solutions that help businesses overcome challenges, improve performance, and achieve long-term success.