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Posts By: Jon Ekoniak, CFP®

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February 2, 2023 Choosing a Wealth Advisor Using Behavioral Interviewing Techniques Read More
January 31, 2022 Bordeaux Wealth Advisors Co-Founder and Managing Partner Featured on Investment Panel Read More
January 10, 2022 Bordeaux Wealth Advisors Announces Partner Promotion Read More
December 2, 2021 Rushed tax moves? No regrets for these investors or advisors. Click below for a Financial Planning article featuring Bordeaux’s Jon Ekoniak, CFP® Read More
November 26, 2021 Opinion: Pay it forward with IPO fortunes | Featuring Bordeaux’s Jon Snare, CFA, CFP® Read More
November 18, 2021 Tech stack decisions for breakaway advisors: Choosing a custodian | Featuring Bordeaux’s Tom Myers, CFA, CPA, CFP® Read More
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