The economic challenges we face are new. The way we approach them must be, as well.
Bone Fide Wealth equips our clients with the tools they need to approach today’s reality and succeed. We are not glorified brokers interested only in your account balances and what products we can sell you. We are your:
We help our clients identify their goals and achieve them.
We address your specific financial situation and guide you through the tough decisions.
We help improve your career or business with creative financial strategies.
We go beyond the numbers to make sure you feel confident in your decisions.
In other words, we are not your parents’ financial advisor.
With a bespoke financial plan and technology that affords you unparalleled access to our firm, you can have full control of your finances and spend more time chasing the great things in life. Let us educate, empower and invest in you.
- A detailed roadmap to your financial life
- Complete context to your financial decisions
- Quarterly client service meetings
- Disciplined and diversified strategies tailored to your specific goals
- Passive and low cost approach with a transparent fee structure
- Protect what matters most
- Life, health and disability insurance
- Retain and motivate your talent
- Leverage tax strategies for your business
Douglas A. Boneparth, CFP®
We talk a lot on the blog about earning the right to invest because some Millennials still need to work on setting goals, mastering cash flow and establishing a cash reserve. However, many Millennials are ready to invest. If you are one of those Millennials, high five! If you still need to work on the[…]
Banking is an essential part of life once you become an adult, but there are a lot of things to consider when choosing a bank. You have multiple options for types of institutions alone including national banks, credit unions, community banks or online banks. Then you have all the different things that are offered by[…]
For many Millennials, personal finance is a complicated area. There was never a class in high school, college or even business school that taught everything you need to know about personal finance. And there are people on TV yelling at you with recommendations for what to buy or sell, but that’s not what it’s really[…]
As the cartoon illustrates, many Millennials are being held back from achieving their goals because of debt. And don’t think our goals are just buying avocado toast or tickets to Coachella. We have real goals. Big goals like starting our own businesses, buying a home and saving for retirement. But we also have debt. This[…]
Welcome to part 2 of our back to basics of financial planning series. Now that you know how to become a master of cash flow, the next step you may want to ask is where should I invest the money that is left over in my budget? That is the wrong question! Yes, investing can[…]
In the next two blog posts, I want to go back to the basics of financial planning because even the most seasoned pros need a refresher every now and then. Let’s start with mastering cash flow. Despite being a generation that goes out more often and makes more purchases, Millennials are still spending less on[…]
Buying a home is a complicated process; from figuring out what you can afford to obtaining a mortgage to finding that perfect location. But, it can all be worth it when you find the perfect place for your family. With interest rates still relatively low, locking in that rate can be a plus for many[…]
Good News Millennials, I have good news for you! Studies are showing that we are better at tracking expenses and sticking to a budget than Baby Boomers. This is what I like to hear. More of you are saving for your future which I think can be attributed to an improving job environment and strong entrepreneurial[…]
What does the financial future of Millennials look like? Does it look like a glass of our favorite Rosé or does it look like that half an avocado your forgot in the fridge? We are a generation with mountains of student loan debt, high unemployment for our age group and stagnant wages at the start[…]
In the past year, I have seen a number of troubling statistics about Millennials not investing in the stock market. One study said 60% of Millennials aren’t investing and another said 80%. No matter which number, that percentage is too high. That is an incredibly large portion of the population that is not participating in[…]