A complete list of active advisors currently associated with Bond Financial Group, Inc.

Warmer can help you find a great advisor at Bond Financial Group, Inc. or one who fits your needs even better.

Bond Financial Group, Inc. provides discretionary investment management and financial planning to individual and high‑net‑worth clients, and also offers periodic informational seminars on investments and personal finance for groups. The firm prepares client‑specific investment policy statements and delivers written or electronic financial plans covering areas such as retirement, estate, tax, business, and risk‑management planning. The firm implements portfolios through approved third‑party sub‑advisers, selecting institutional money managers to provide niche allocations (including risk‑managed and income‑optimized strategies) and conducting ongoing due diligence on those managers. Client accounts are supervised on a discretionary basis consistent with each client’s stated objectives and are typically reviewed quarterly. Noteworthy features include no‑charge educational seminars and that the firm’s principal is licensed to sell life and health insurance, which may result in separate commission‑based compensation for insurance transactions. The firm limits investment management to its approved sub‑advisers and requires use of its recommended custodian, which can restrict clients’ choice of execution venues compared with advisers that allow directed brokerage.

To learn more about the advisors currently working at Bond Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.