Our Firm

At Bond Financial we are passionate about helping people.

As a 40-year old family business, we use our expertise and experience to assist our clients in developing clarity about their unique life and wealth goals. Our mission is to help our clients align their wealth with their values. We do this by asking good questions, listening deeply, evaluating what we learn with our team, and presenting options that help our clients move towards their goals as effectively as possible. We strive to have a meaningful positive impact on the lives of our clients, their families and their communities.