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Meredith M
CFA®
Wellesley, MA
Financial Well-Being Advisors LLC
Meredith Murphy is a CFA® charterholder and principal at Financial Well-Being Advisors LLC, an independent firm based in Wellesley, MA, with nine years of industry experience. She also serves as Chief Accounting Officer at Genesis, a firm providing back-office support services, where she oversees the accounting group. Financial Well-Being Advisors LLC is a single-advisor firm focused on delivering financial planning and investment management services.
Jeffrey B
CFA®, Series 63
Acton, MA
Bon Investments, LLC
Jeffrey Bonvallat is a CFA® charterholder with 22 years of industry experience. He has been the sole advisor at Bon Investments, LLC since 2003. The firm is an independent, single-advisor registered investment adviser based in Acton, MA. Bon Investments, LLC provides portfolio management services primarily to individual clients, managing approximately $67.94 million in assets across about 60 accounts. The firm focuses on ongoing portfolio oversight and typically serves clients with larger individual portfolios, maintaining a more concentrated client base than many independent advisers.
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