We provide independent, accessible financial planning and advice to individuals and families. Originally based in Pittsburgh, Pennsylvania, we now work virtually with people from all over the U.S. We seek to empower you to make the best financial decisions possible, helping you strike a balance in life between enjoying today and being prepared for tomorrow.
We are legally bound to place your interests above those of our firm. We've signed a written fiduciary oath to demonstrate our commitment. We are paid exclusively by our clients. We do not accept commissions or other third party compensation related to our financial and investment recommendations. We are not financially beholden to any bank, brokerage firm or insurance company.
We are legally bound to place your interests above those of our firm. We've signed a written fiduciary oath to demonstrate our commitment. We are paid exclusively by our clients. We do not accept commissions or other third party compensation related to our financial and investment recommendations. We are not financially beholden to any bank, brokerage firm or insurance company.
Services
C. B. Bond Financial Planning has been providing financial planning and investment advice to individuals and families since 1996. Over that time we have learned a lot, which has helped us define the key values that drive our practice:. There are many firms to serve the very wealthy. C. B. Bond Financial Planning focuses on serving people from all walks of life and all life chapters.
I started C. B. Bond Financial Planning after a 15-year career in engineering. Being analytical and number-oriented translates well to finance and investments. At the same time, financial planning provides a way to directly and positively impact the lives of clients.
As a career-changer myself, some of the most rewarding client engagements have been ones in which I help a client make a transition to a more satisfying career or better work-life balance.My wife Mary is a retired Registered Nurse/travel nurse. She is now using her sewing skills developed over a lifetime to start a sewing business on Etsy.
As a career-changer myself, some of the most rewarding client engagements have been ones in which I help a client make a transition to a more satisfying career or better work-life balance.My wife Mary is a retired Registered Nurse/travel nurse. She is now using her sewing skills developed over a lifetime to start a sewing business on Etsy.
At C.B. Bond, we work with a dynamic group of clients with a specialization in helping families with complex financial needs. Over the years, we have also assisted people with job changes, sudden wealth such as an inheritance, loss of a spouse and travel workers. Learn more about how we can help by exploring the group that sounds most like you:.
We provide ongoing, integrated financial planning and investment advice to help you get control of your finances and build the future you want. Before we begin our process together, the first thing we do is listen. Through a brief conversation together, we'll talk through some important questions. What concerns brought you here?
Our fees are split up into startup (one-time fee) and ongoing (monthly fee) tasks. Fees for startup and ongoing tasks depend on the work involved and are determined on a case-by-case basis. One of the differences between C. B. Bond Financial Planning and other firms is that our fixed dollar fees combine both financial planning and investment advice/management.
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