comprehensive & personalized guidance
financial planning


  • Creation of a customized comprehensive financial plan suited for the client’s specific financial situation and goals

  • Debt reduction/savings strategies

  • Investment management services for all brokerage and retirement accounts

  • Unlimited email and phone communications

  • Customized portfolio rebalancing

  • Design of tax advantaged education savings strategies

  • Design and setup of tax deferred and tax advantaged retirement projections and strategies

  • Tax efficient charitable giving plans

  • Review of employee benefits packages and recommendations

  • Review of active retirement plans (401k/403b, pensions, etc) and provide contribution and asset allocation recommendations

  • Twice annual meeting to review plan implementation and progress

  • Multi-generational meeting with your family to discuss legacy desires and strategies


$2,500 plan creation fee  

+ $500/quarter 

+ Investment Management Fees (for those with investable assets)

Minimum annual fees of $4000

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BOND WEALTH MANAGEMENT, LLC (“BWM”) is a registered investment adviser offering advisory services in the State of Virginia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.


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