A Guide to the Retirement you've Dreamed of

simplify, navigate and elevate your financial life

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Retirement should be enjoyable

You've worked too hard to Stress About:
  • Running out of money in retirement
  • Market fluctuations and volatility
  • Having to change your lifestyle
  • Excessive and hidden fees
  • Untrustworthy, uncommunicative brokers
  • Layers of complexity and unnecessary jargon
  • Running out of money in retirement
  • Market fluctuations and volatility
  • Having to change your lifestyle
  • Excessive and hidden fees
  • Untrustworthy, uncommunicative brokers
  • Layers of complexity and unnecessary jargon

YOu DESERVE BETTER

We are CERTIFIED FINANCIAL PLANNER™ professionals - true fiduciaries that will always put your interest ahead of our own.

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Bonfire Financial As Featured In

Leading With Planning, Managing Your Wealth With Purpose

True fiduciary advice starts with understanding you, your goals, your vision, and your future. That is why we lead with planning. Your financial plan is built around you, because no two clients are alike.

 

We follow a clear, three-step process designed to provide you with the tools, resources, and guidance needed to confidently navigate your financial journey. From strategic planning to hands-on investment management, we’re here to ensure your wealth is working toward the retirement you’ve envisioned.

I'm Ready to Start my Plan!

Do it for yourself, not by yourself.

I'M READY. LET'S GO!

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What our clients are saying:

Brian and his team at Bonfire Financial have been with me from the start of my professional career. They have shepherded my financial and retirement portfolio through both stable and volatile markets - their experience, expertise and unmatched service coupled to their friendly approachable style provides me with great peace of mind - I am confident that we are navigating the market, through both smooth and rough spots, and making smart decisions that will provide long term financial security for my future and all of my retirement years, whatever they may bring.
Carol L.
Brian has built a remarkable, professional and caring team. They have provided genuinely personal and valuable guidance and dedication in preparing us in meeting our goals before and after retirement. After my husband's recent death, Brian has been personally available and promptly responds with guidance and expertise in extremely complex issues relating to the probate of my husband's Will. He has been involved with our attorneys and CPA in solving problems. My family can affirm my complete trust in Brian and his growing company.
Marilyn B.
Working with Bonfire, especially with Nick has been an excellent experience. Nick has great customer service and we feel that all of our needs have not only been met, but exceeded. We would highly recommend working with Nick for overall financial planning. He is very knowledgeable and has great communication skills.
Simon V.
Brian and I have been working together for eight years. He communicates very honestly, openly, transparently and authentically, which makes it easy to trust him. He is straightforward and prepared with facts-as well as patient and genuinely interested in my situation and the best possible outcome for me as his client... Brian has relied on his years of experience and a broad knowledge base to creatively solve my complex financial situation which helped meet my financial and retirement goals. I feel very confident that my long term goals will be well tended by Brian. I am delighted to be one of Brian's clients. He is personable and takes time to find out how I'm doing. I would highly recommend Brian and his firm to anyone.
Cherre T.
We have been with Bonfire Financial for a few years now and are very happy with them. They have done well for our portfolio and we love Nick and Brian, I would highly recommend them.
Jerry C.

These are real, current client reviews and are not paid for.

Your roadmap for preserving, protecting and growing your wealth.

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ABOUT Bonfire Financial

We are an Independent, Fee-Only, Registered Investment Advisor

WE PROVIDE PLANS, NOT PRODUCTS

You are at the heart of the story behind Bonfire Financial. We believe that like a bonfire, life should be filled with celebration and memorable experiences. We understand the importance of financial well-being in enabling these moments. That’s why we prioritize your dreams and goals and offer plans and efficient solutions to help you achieve your goals. Unlike many financial companies that focus solely on monetary figures, we are driven by a client-centered approach and we focus on you and your outcomes.

We are true fiduciaries and have a team of Certified Financial Planner™ professionals, that will always have your best interests in mind. Our commitment to adding value and prioritizing your success is what sets us apart. Our vision is for everyone to eventually gather around the figurative bonfire and celebrate a life well lived.

Let's Start my Plan!

Ignite Your Wealth, Illuminate Your Future

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Grab a seat at the
fire and let’s make
your retirement one
to remember

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(719) 394.3900
(844) 295.0069
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