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 provides investment management and comprehensive financial planning to individual and high‑net‑worth clients. The firm manages roughly $54.9 million on a discretionary basis for about 191 client relationships and offers services that include retirement planning, estate planning, cash‑flow and debt analysis, and risk‑management reviews. The firm implements client portfolios by selecting and monitoring unaffiliated sub‑advisers and institutional managers, using individualized investment policy statements to set asset allocation targets and client‑specific restrictions. Bond relies on a hosted third‑party platform (FocusPoint Solutions) to access niche and institutional strategies and performs ongoing due diligence on those managers; it generally retains discretionary authority over hiring/firing sub‑advisers and portfolio decisions. Uncommon features noted in the firm’s brochure include the offering of no‑charge educational seminars for groups and the fact that firm personnel are licensed to sell life and health insurance and may receive commissions for those product sales, with disclosures acknowledging the potential conflict and that such commissions do not offset advisory fees. The firm’s operational use of a third‑party hosting platform and manager conferences to broaden access to specialized allocations is a practice less typical for peers of similar size.

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.