It all started 45 years ago…

Founder & President, John Bodnar has over 45 years experience in the securities industry, with previous experience in Commercial Banking, Corporate Accounting & Life Insurance.

Wealth Management approach: 4 steps

1. Investment Policy - I help you determine your investment policy which includes risk tolerance, goals, time horizon analysis of current assets, your return expectations, income goals and other specific factors that affect your investment decisions.

2. Strategy - I develop an investment strategy designed to pursue your needs and your criteria taking into account the current and expected market conditions.

3. Implementation - I execute the plan using asset allocation. This takes into account your current investments, considers tax implications, reallocation and is focused on your risk/time tolerance.

4. Monitoring & Communication - I monitor and review your plan quarterly with you. This means I take the time to review and match your portfolio’s performance with our risk targets.

“I take a conservative approach to investing, which begins with a thorough assessment of your current and future needs.”

John currently lives in Colchester, VT with his wife Catherine Bodnar, a retired English professor. They have 5 children and 3 grandchildren. John is a 5th degree black belt in Tae-kwon Do, enjoys skiing, sailing and camping. He is also a former 3x National Champion in Rudimental Drumming.

Co-Founder & Vice President, Justin Bodnar has been a fully licensed advisor for over 15 years. A graduate from the UVM Grossman School of Business, Justin has worked with several major wire houses and is thriving now as an independent. He started his own practice in Austin, TX in 2017.

Due Diligence

Justin thrives at the intersection of finance and innovation, leveraging his deep expertise in wealth management and his passion for technology. Immersed in Austin's dynamic startup ecosystem, he credits his success to strong industry connections and an unrelenting drive to master emerging tech trends. With a proven track record of guiding clients to financial success, Justin combines strategic insight with a forward-thinking approach to deliver tailored solutions in an ever-evolving market.