Bone Fide Wealth, LLC is a fee-only Registered Investment Advisory firm based in New York City, specializing in providing comprehensive financial planning and investment services for millennials. Led by a team of experienced professionals, including a CERTIFIED FINANCIAL PLANNER, they offer independent and tailored advice to help individuals navigate the new financial landscape and achieve their goals. With a focus on education, empowerment, and personalized strategies, Bone Fide Wealth aims to equip clients with the tools they need to take control of their finances and spend more time living.
Services offered by Bone Fide Wealth include financial planning, investing, risk management, and workplace benefits. Their team of experts, including a Financial Advisor, Vice President, Associate, and Director of Business and Legal Affairs, work closely with clients to address their specific financial situations, guide them through tough decisions, and improve their careers or businesses with creative financial strategies. With a transparent fee-only structure and seamless access to data and the firm through technology, Bone Fide Wealth strives to provide relatable and tailored advice to help millennials succeed in today's economic challenges.
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