Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Douglas B
CFP®, Series 66
New York, NY
Bone Fide Wealth
Douglas Boneparth is a CFP® with 20 years of industry experience and is the principal of Bone Fide Wealth, where he has worked since 2016. Prior to that, he was with CommonWealth Financial Network for seven years. Outside of his advisory work, he is co-author of the personal finance book *The Millennial Money Fix* and is involved with a web3-based coffee company, CryptoDrip, LLC. Bone Fide Wealth serves millennials, young professionals, and entrepreneurs by offering financial life planning, asset management, retirement plan consulting, and participant 401(k)/403(b) account management. The firm delivers customized investment advice using a combination of fundamental and technical analysis and provides employer-facing services such as plan sponsor consulting and financial education seminars.
Clifford C
CFP®, Series 65
Southold, NY
Bone Fide Wealth
Clifford Cornell III is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at Bone Fide Wealth since 2021 and previously held roles at DLP Real Estate Capital, Innovative Tax Solution, Muhlenberg College, and South Side MS/HS. Outside of his advisory work, he has experience working as a server at The Frisky Oyster, a restaurant in Greenport, NY. Bone Fide Wealth is an independent investment adviser that focuses on financial life planning for millennials, young professionals, and entrepreneurs. The firm offers comprehensive planning, discretionary asset management, retirement-plan consulting, and educational seminars, using both model and custom portfolios accessed through Altruist’s Model Marketplace.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters