Financial Planning / Wealth Management

As CPAs and Certified Financial Planner™ professionals, Bonadio Wealth Advisors (BWA) has a unique perspective that is invaluable in helping you to understand and make the right decisions when it comes to your personal financial life. From estate planning to tax planning to expertise in personal financial management, & MORE, our hands-on approach helps you manage your financial life in an increasingly complex and challenging environment, resulting in the peace of mind that comes from knowing that you and your family are firmly in control of your financial destiny (see "Financial Planning: Helping You See the Big Picture" ).

Today, individuals want trusted advisors who are a combination of coach, quarterback, and personal advocate and liaison to their attorneys, investment advisor, CPA and other professionals. To this end, we are pleased to introduce our latest financial planning service: Personal CFO. Now, you can have a trusted advisor who has the expertise and experience to advise across the major financial disciplines; who can spend the time, training and focus needed to provide quality advice; and who can manage and coordinate all aspects of your financial life (Click here for details).

We also offer a revolutionary new web-based “Wealth Management Solution” for organizing, summarizing, tracking, and safe-keeping financial information and legal documents.

We're determined to help you secure your financial well-being, and deliver peace of mind, in a number of ways. 

Exceeding Expectations with Extraordinary Professionals

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

Bonadio Wealth Advisers is a firm staffed by CPAs who specialize in working with high net worth individuals, business owners and executives. As CPAs and comprehensive financial planners, we are more than your typical financial planner. We bring a multi-disciplinary perspective to any advice we give due to our unique backgrounds as highly experienced tax CPAs, Personal Financial Specialists, and Certified Financial Planner™ professionals.

We invite you to click below to discover why our clients have made these extraordinary professionals their trusted personal CFO:

• Cindi Turoski, CPA/PFS, CFP®
• Jean Bedell, CPA/PFS, CFP®