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* SEC Registered Investment Advisor * CERTIFIED FINANCIAL PLANNER™ professional - education, experience, exam and ethics * Fee-Only - no commissions, no selling * Active Portfolio Management - continual monitoring * Fiduciary—we act in your best interest, always * Independent – conflict free, full disclosure * Fidelity as custodian – high quality, low expenses, accessible 24/7 * Over 30 years combined experience * High client retention/referral rates * We are accessible, we manage your accounts, we are the advisors you work with, we don’t outsource or delegate
Choosing a financial planner and investment advisor …may be one of the most important decisions you make. A Certified Financial Planner™ professional can play a central role in helping you meet your long-term financial goals. For most people it is a task that involves decisions and considerations that they know little about. They are ill equipped to access the qualifications of those who seek to provide financial services. Bankers, brokers, accountants and insurance agents now call themselves financial consultants, financial advisors, financial planners, investment consultants, investment advisors, or some similar title. But there's more to providing personal financial services than selecting a job title that attracts consumers. |
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Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
Who We Are |
BONNER & SMITH, LLC |
