Individuals Team

In upstate New York, TBG maintains one of the largest teams of accountants, financial planners, wealth managers, and insurance and investment specialists serving the individual and family market. Our team delivers accounting, tax, estate planning, succession planning, wealth management, and many other services designed to protect and grow assets.

We invite you to discover why The Bonadio Group is “More Than a Typical CPA Firm”, through our professionals serving the individual/family market:

Fulfilling Our Mission

To fulfill our mission of being our clients’ most trusted business advisor and continually exceeding their expectations, the partners on our Individuals Team are joined by dedicated professionals from:

We invite you to click on any of these links to discover more about their extraordinary people, products and services.


The Bonadio Group (TBG) is the largest independent CPA firm in upstate New York, providing accounting, tax, business advisory and financial services. With offices in Rochester, Buffalo, Albany, Syracuse, Geneva and Perry, we serve the needs of commercial, small business, public, tax-exempt and individual clients.