January 31, 2022 Bordeaux Wealth Advisors Co-Founder and Managing Partner Featured on Investment Panel 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
