Who We Are
Independent, Women-Owned, Fee-Only Fiduciary Financial Advisor Serving New Haven, Connecticut, and Nationwide
White Allium Wealth Advisors is an independent, women-owned, fee-only fiduciary financial planning and wealth management firm based in New Haven, Connecticut, serving women, families and individuals, and retirees, locally and nationwide.
We provide personalized financial strategies designed to evolve with your life, supporting thoughtful decisions at every stage.
Our Approach
Our approach begins with understanding what matters most to you—your goals, your values, and the life you want to lead—so we can offer clear, objective guidance aligned with your priorities.
Working collaboratively with you as your trusted partner, we simplify complexity and help you make informed, intentional decisions with confidence. Our goal is to give you peace of mind and the freedom to focus your time and energy on life’s true priorities.
Inspired by the white allium flower—a symbol of clarity, resilience, and renewal—we bring calm, thoughtful guidance to every phase of your financial journey, helping illuminate a path toward lasting financial well-being.
Bernadette Huang, CFP®, CFA
Founder
Wealth Advisor
With more than 30 years of experience in finance—beginning in institutional asset management and later transitioning to personal wealth management—Bernadette brings a rare depth of expertise and perspective to her work.
While her career spanned global markets and complex portfolios, it was the personal impact of financial planning that ultimately inspired her to found White Allium Wealth Advisors. She discovered her true passion—helping individuals and families navigate important financial decisions clearly and confidently.
As a wife and mother, Bernadette understands the realities of balancing career, family and long-term goals. She brings genuine empathy to her work with women and busy professionals, ensuring their financial journey is thoughtfully understood and supported.
Bernadette holds a Bachelor of Arts in Economics from the University of Cambridge, U.K. She is a CERTIFIED FINANCIAL PLANNER® professional and a holder of the Chartered Financial Analyst® designation. These credentials reflect her commitment to excellence, integrity, and lifelong learning in the field of financial planning.
Deeply involved in the New Haven community she calls home, she serves on the Board of Directors at the Neighborhood Music School and volunteers with various local nonprofit organizations. Outside of work, Bernadette loves spending time with her family, exploring the outdoors, engaging in the arts, discovering new cultures, and traveling. She also makes time to catch up with friends and hit the golf course whenever she can.
Ready to take the first step?
Your goals matter—let’s achieve them together.