Team

BOLD Financial Group has been in business for over 19 years, providing quality investment advisory and financial planning services to both individuals and businesses. We currently serve nearly 500 individual high-net-worth clients, as well as a number of 401(k) retirements plans for companies ranging from as few as 1, to as many as 600 employees.

Our principal advisors are Certified Financial Planning Professionals® and Accredited Investment Fiduciaries®. This means that they have completed extensive training in investment management, retirement planning, tax planning, insurance, and estate planning.

Through our ACTIVE MANAGEMENT process we review each of our clients holdings regularly, and recommend changes when appropriate. We aim to meet face-to-face with our clients several times a year to review their portfolios and update their financial plans.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and actively participating in the management of your finances.

We’re looking forward to using our experience to help you pursue your financial goals.