Bonadio Financial Services, LLC is an SEC Registered Investment Advisor and a subsidiary of The Bonadio Group, a nationally ranked accounting, consulting, and financial services firm. Established to provide comprehensive wealth management, the firm offers personalized financial planning, investment advisory, and retirement plan services. Their mission is to help clients build, protect, and transition their wealth by providing objective advice and tailored strategies to a diverse clientele that includes high-net-worth individuals, families, corporations, and non-profit institutions.

Founded in

United States