March 20, 2024 Executive Wealth Group to Join Focus Partner Firm Bordeaux Wealth Advisors, Expanding Bordeaux’s Niche of Advising Executives in the Aerospace Industry Read More
January 29, 2024 Schwab Says RIA Custody is a Tough Business. So Why Are Competitors Scrambling to Get In? Bordeaux’s Jon Ekoniak, CFP® weighs in. Read More
January 17, 2024 Supreme Court Weighs Giving Green Light to Wealth Tax. Director of Tax Planning Liting Chuang, CFP®, CPA is featured in this Financial Advisor Magazine Read More
January 11, 2024 Bordeaux Wealth Advisors Recognized by SmartAsset as a Top 100 RIA for 2023 Read More
December 29, 2023 6 Best Ways the Upper Class Can Build Generational Wealth in These 3 Major Cities. Jon Ekoniak, CFP® is featured in this GoBankingRates article. Read More
December 5, 2023 24 people who will shape wealth management in 2024: Bordeaux’s Maggie Liu, MBA, MST, CPWA® is featured. Read More
