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Helping clients navigate through life.

As an independent, fee-only Financial Planning Firm and Registered Investment Adviser, Bond & Co. is dedicated to bringing peace of mind to a select group of clients. By applying expertise and wisdom, we help clients to leverage their financial resources, to enhance the quality of their lives, and to realize their financial and personal life goals.  In order to accomplish this, we focus our business approach around several principles:

  • Fee-Only: As a fee-only financial planning firm, we are in a position to provide objective and unbiased advice.
                                 Our interests are in line with yours--the pursuit of steady portfolio growth and financial security. 

  • Individuality: Every client and situation is unique. Therefore, we do not provide cookie-cutter solutions.
                                            We work to address your individual goals and needs. 

  • Honesty and Integrity: We stake our reputation on our work and honesty. We wish to maintain a long-term relationship with you,
                                                                      and we understand that such a relationship must be based on trust. 

  • Simplicity: Our goal is to help you move from where you are now to where you would like to be,
                                     not to burden you with an overly complicated financial plan.

  • Education: We believe that the better you understand the underlying principles of our investment and financial planning philosophies,
                                     the more valuable our services will become to you. That is why education is an integral part of our relationship with you.

  

159 Warren Street. PO Box 920139
Needham MA, 02492
tel. 781-449-8100 fax. 781-915-0693

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Bond and Company, Inc. is an SEC Registered Investment Adviser and notice files in the state of Massachusetts.  This web site is not deemed to be a solicitation for advisory services in any state for which Bond and Co. does not notice file or is not exempt from registering. Bond & Co.'s web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Bond & Co. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of Bond & Co., please contact the SEC or Massachusetts Security Division. A copy of Bond & Co.'s current written disclosure statement discussing business operations, services, and fees is available from Bond & Co. upon written request or via the SEC website. Bond & Co. does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Bond & Co.'s web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.