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A BONFIRE IS A CELEBRATION.

We believe life is meant to be enjoyed and is best lived by spending time with family and friends. Some of our best memories have been spent around the fire with those closest to us. Our purpose is to help you enjoy and celebrate more of those moments.

The pleasure of sitting around a fire is the feeling that comes from being engaged in conversation, sharing stories, being caught up in the moment or captivated by the flames.  This same focus and unwavering attention is what we strive to provide you with, and is why we choose to become true fiduciaries.  We have no products to push and we don’t get paid commissions- it’s all about what’s best for you.

OUR CORE VALUES

  • PUTTING OUR CLIENTS FIRST, ALWAYS
  • TRANSPARENCY
  • ENTREPRENEURIAL SPIRIT
  • EDUCATION AND DEMYSTIFYING
  • ENJOYING LIFE AND HAVING FUN
  • BEING GRATEFUL
  • FINDING SOLUTIONS
  • GIVING BACK
Bonfire Financial

MEET OUR TEAM

Executive Team

Our executive team is your home base, your go-to for all your financial needs. We are backed up and supported by numerous industry experts to cross check your situation for relevant tax and legal consequences, executed by the best technology and secured by the leading custodian. We are here for you and you are number one.

Custodian

Charles Schwab is our selected custodian for all our clients’ accounts and for good reason. Schwab custodies more than $2.8 trillion in assets which is more assets than the top three competitors, and they offer superior investment protection. 

Compliance and Legal Team

Our goal is to ensure we are on the front end of legal and compliance changes within the financial services industry, so we have Compliance Recourses and a team of legal consultants on our side, working for you.

Technology & Research Team

Technology is ever changing and with our tech and research team we can stay on the cutting edge. From our mobile app, to our block trading, and our in-depth market researchers and reporting, we strive to bring you the best of what’s available today.

Tax and Legal Consulting Team

As we aim to look at your entire financial life, we work with either your tax and legal professional, or we have relationships that we can put you in touch with, to help address and tax, legal or estate implications of your financial picture. We look at it as a team approach, were everyone needs to be on the same page.

Retirement Plan Team

Our team of ERISA attorneys, records keepers and Third Party Administrators help to make your retirement plan run efficiently, effectively and in compliance.

Risk Management Team

We partner with some of the leading insurers in attempt to find the best solutions for you. While we have relationships with some of the best, we seek to find the most advantageous fit for you particular goals.

MEET OUR TEAM MEMBERS

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LET’S SIT AROUND THE FIRE AND DISCUSS YOUR FINANCIAL FUTURE.

LET’S SIT AROUND THE FIRE AND DISCUSS YOUR FINANCIAL FUTURE.

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FREE RISK ASSESMENT
It all starts with the Risk Number, a quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio.
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