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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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essential financial planning


  • A customized comprehensive financial plan built by a Certified Financial Planner™ for your specific financial situation and goals

  • Savings strategies

  • Debt reduction strategies

  • Design of tax advantaged education savings strategies

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

  • Investment Management Services for all brokerage and retirement accounts

  • Customized portfolio rebalancing

  • Review of employee benefits packages and recommendations

  • Unlimited email and phone communications

  • Meetings throughout the year to review plan implementation and progress


$1,000 plan creation fee  

+ $500/quarter 

+ Investment Management Fees (for those with investable assets)

Minimum annual fees of $4000


  • All services from Essential Financial Planning, as well as...

  • Incentive Stock Option, Non-Qualified Stock Option, and Restricted Stock analysis and strategy formulation

  • Social Security benefits analysis

  • Calculation of yearly required minimum distributions for retirement accounts

  • Tax-efficient philanthropic giving plans

  • Review of all insurance policies in force; recommendations on new policies to consider

  • Coordination and meetings as needed with your attorney, insurance agent, accountant, employer’s human resource department

  • Partnership with attorney around wills, trusts, powers of attorney, medical directives

  • Quarterly meeting to review plan implementation and progress

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


$2,000 plan creation fee  

+ $1,000/quarter 

+ Investment Management Fees 

premium financial planning