Personal Financial Management Team

Bonadio's Personal Financial Management team delivers accounting, tax, estate planning, succession planning, wealth management, and many other services designed to protect and grow assets. In upstate New York, we maintain one of the largest teams of accountants, financial planners, wealth managers, and insurance and investment specialists serving the individual and family market.

We invite you to view the experience, expertise and skills of our personal financial management team:

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:

• Bonadio Financial Services, LLC
• Bonadio Wealth Advisors, LLC

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