Our Services
We help make your life goals a reality. Create a fiduciary financial relationship that you can trust.
Financial Planning
Our approach to financial planning services is fully personalized. Working with you, we will create a financial plan that reflects your values, goals, and long-term objectives. With the right strategy, your plan will go beyond a written document and become your compass for reaching milestones and managing your wealth.
Wealth Management
We look at wealth advice as the link between your financial future and your current financial life. You can help protect all aspects of your financial life with the right strategy, planning, and advisor relationships. Making a small step today will make a massive difference in the future.
Legacy Planning
At Bondurant, we understand the importance of leaving a lasting legacy for future generations. That’s why we curate strategies to preserve and pass on your wealth to those who mean the most to you. With our fiduciary financial advice, your wealth will be ready to stand the test of time and can positively impact your and your family’s future.
TRUST OUR PROCESS
A Fresh Perspective on Investing
For years, advisors have used methods like Monte Carlo simulations using random walk theory to assess risk and create investment portfolios. As time has advanced, so too has our understanding of market dynamics. With this knowledge, the importance of mean reversion has become much clearer and we believe that using mean reversion can improve risk measurement and create optimized plans and more rewarding portfolios. Discover how we use data and industry knowledge to create our investment plans.
Creating the Bond
We start by understanding your goals, objectives, and values, all of which outline the path for your plan.
Research & Data
With 30+ years of industry experience, we begin researching and generating insights to construct a customized plan that suits your needs.
Mean Reversion
Using mean reversion and the technology of Nebo Wealth to redefine risk, we can create better portfolios and more rewarding plans.
How Can We Help?
If you’re ready to take control of your financial future, schedule a personalized consultation now to explore tailored strategies that align with your unique goals and challenges.
How Can We Help?
If you’re ready to take control of your financial future, schedule a personalized consultation now to explore tailored strategies that align with your unique goals and challenges.
Financial Planning Insights
Discover important insights into making wise financial decisions by reading our educational articles and watching our webinars.
Get In Touch
Contact us via email or send a message and tell us more about yourself and your financial goals.
Get In Touch
Contact us via phone or email, or send a message and tell us more about yourself and your financial goals.
