Why Us

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.

Why Fee-Only Planning is Better

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.

About Bona Fide Finance

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.

The Value of A CFP

Creating wealth is no easy task. Do you have what it takes? Click here and take the 2-minute quiz to find out.