In the News

Our Managing Partner Jon Snare, CFA, CFP® appeared on Schwab Network financial news channel to discuss the IPO market for 2025. Watch: Jon Snare segment on Schwab Network. November 18, 2024
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Our partner Jon Ekoniak was recently featured in Investment News regarding what RIAs should aim to accomplish in their first year of business. Read the full Investment News article: November 14, 2024
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Managing Partner Jon Ekoniak, CFP® shared his insights with Comparison Adviser on key factors that impact the selection of an advisor and the fee that you’ll pay. November 13, 2024
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As families and individuals across the U.S. face the implications of hurricanes, wildfires, and other natural disasters, it’s important for the impacted households to understand the tax benefits provided to aid in their financial recovery. Check out the commentary from our colleague, Jave Ragan, CPA, CFP® in this Financial Advisor article. October 8, 2024
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Among wealth management firms, Bordeaux Wealth Advisors has carved out a niche by doubling down on personalized, high-touch client service. September 19, 2024
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Highly personalized service can drive organic growth for RIAs – Bordeaux’s Managing Partner, Jon Ekoniak,CFP®, is featured in this article from Investment News. September 17, 2024
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While children of wealthy families have significant advantages, there can also be challenges. Bordeaux Wealth Advisors’ Managing Partner, James Hering, CFA, is cited in this Crain Currency article. August 1, 2024
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Bordeaux Wealth Advisors’ Director of Investment Research, Chao Zheng, CFA, CFP®, recently shared insights with GOBankingRates’ on how “Boomer candy” funds can protect and grow your retirement savings. July 3, 2024
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Why transition planning for Asian clients is “very complex”: Bordeaux’s Maggie Liu is profiled in this InvestmentNews article. June 26, 2024
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Talking about money and financial literacy – particularly to our upcoming generations – can be a difficult but rewarding topic. Jon Ekoniak, CFP® is featured in the Silicon Valley Business Journal. June 20, 2024
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