Are you seeking an advisor who truly has
YOUR best interest in mind?
Because we are driven to keep our client’s interests ahead of our own, we are only compensated by the fees collected from the client and not by any third party. To show our commitment, we have taken and signed a fiduciary oath.
You are looking for a planner
that you can trust,
has integrity, who will speak with honesty and candor, who will remain confidential, and who will act with diligence.
You want a planner who provides good advice
and possesses competence.
At Bona Fide Finance, we make a continued commitment to learning and professional improvement. We are well-educated and have a wealth of resources that we use to help us help you.