Spotlights > Bonadio Wealth Advisors, LLC

Bonadio Wealth Advisors, LLC

Wealth Advisors is a division of The Bonadio Group staffed by CPAs specializing in consulting, advisory services and the development and monitoring of fee-based legacy and wealth management strategies for protecting, growing, and aligning assets with personal financial life goals.

In addition to being CPAs, our Wealth Advisors bring extensive experience, expertise, education, and credentials to their clients, such as law degrees and certifications including Certified Financial Planner™ (CFP®), Certified Estate Planner (CEP), and Personal Financial Specialist (PFS).

We will look at all of your needs including budgeting and saving, taxes, investments, insurance, retirement planning and estate and trust planning; help provide direction and meaning to your financial decisions; and work to help you understand how each financial decision you make affects other areas of your finances as well as its short and long-term effects on your life goals.

The CPAs and Certified Financial Planners of Wealth Advisors can help you define your current investment holdings, discuss risk tolerance and time horizons, and begin the process of advising you on accumulation and preservation of wealth opportunities through various investment products and money management programs.

Click here for an overview of Bonadio Wealth Advisors, LLC services.

Our wealth management and legacy strategies span from the basic to the complex. As CPAs and trusted advisors, we strive to do what’s right for our clients. We charge on a fee-for-service basis—either hourly or fixed fee. This allows us to be objective and independent in our recommendations.

That’s important. It means we’re working toward your goals, not ours.

We achieve this by blending our technical expertise and experience with the uncompromising trust, integrity, respect and professionalism of a CPA firm into our consulting advice, analysis, strategy, investment management or insurance solutions.

We’re determined to protect and grow your assets, and deliver peace of mind, in a number of ways, including:


For further information on Bonadio Wealth Advisor services
call us at (800) 487-7624 or contact us.


Introducing a Revolutionary New Web-based Wealth Management Solution

In today’s fast-changing financial landscape, you need to ensure your wealth management is as effective as possible. That’s why Bonadio Wealth Advisors, in association with Bonadio Capital Advisors, LLC, is teaming to offer a revolutionary new easy-to-use, web-based wealth management system.

Our Wealth Management Solution is a tool to help organize, summarize, track, and safe-keep financial information and legal documents for an individual or family through your own personal web site. It is designed to give you a single access point to securely view all of your financial accounts, tax and legal documents, insurance coverages, & MORE.

With our system, you are always up to date and organized, and all of your information is password protected.

Click on the links below for a quick 3 minute demo on how our new Wealth Management Solution tool works.


Exceeding Expectations with Extraordinary Professionals

TBG’s mission statement calls upon us “to be our clients’ most trusted advisor and consistently exceed their expectations”.

We bring this mission to life with the extraordinary team of CPAs, Certified Financial Planners™, wealth managers, insurance and investment specialists, Wealth Management Solution advisors, and all of our staff serving individuals and their families in our six different locations stretching from the Capital District to the western borders of New York State. TBG operates within a one firm/seamless location practice approach by making all of our professionals 100% available across the firm.

We invite you to click below to discover why our clients have made these extraordinary professionals their trusted wealth advisor.


Thought Leadership, Innovation and Viewpoints

Bonadio Viewpoints Podcasts

Viewpoints is The Bonadio Group’s award winning forum for presenting observations, insights, and information on contemporary accounting, business management, and wealth management issues. Each Viewpoint is available in printable PDF format along with a downloadable MP3 which can also be played directly in your browser.

Click here for Viewpoints from members of Bonadio Wealth Advisors.


Overview of Bonadio Wealth Advisor Services

  • Asset allocation strategies, monitoring and management
  • Business succession planning
  • Cash/debt management
  • College planning
  • Eldercare planning
  • Estate and charitable gift planning
  • Insurance analysis
  • Beneficiary designation planning
  • IRA distribution planning
  • Legacy and wealth management strategies
  • Retirement planning and financial independence analysis
  • Special needs planning
  • Stock option management
  • Web–based wealth management solution


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.