Welcome to C. B. Bond Financial Planning
We provide independent, accessible financial planning and advice to individuals and families. Originally based in Pittsburgh, Pennsylvania, we now work virtually with people from all over the U.S.
We Specialize in Partnering With:
Empowering Your Today and Tomorrow
We seek to empower you to make the best financial decisions possible, helping you strike a balance in life between enjoying today and being prepared for tomorrow.
What to Expect From Us
We are legally bound to place your interests above those of our firm. We’ve signed a written fiduciary oath to demonstrate our commitment. We are paid exclusively by our clients. We do not accept commissions or other third party compensation related to our financial and investment recommendations.
We are not financially beholden to any bank, brokerage firm or insurance company. This allows us to be objective in our approach and to provide advice in an integrated manner on a wide range of financial and investment issues. You receive specific recommendations focused on meeting your unique needs.
We have no minimum net worth or income requirements. We partner with you now to help you get on track and recognize that different planning needs will come up as your life evolves. Our services are designed to incorporate these changes so that you can continue to build toward your goals.
Given that we are location independent, we can work with you no matter where you are. This represents a great convenience for you. With no travel time, meetings are easier to schedule and at your leisure. Overall, our virtual capabilities enable you to spend more time focused on what and who you love.
One of the prime focus areas of C. B. Bond Financial Planning is growing families.
These families have to manage ever-changing, competing spending and saving priorities. We've prepared a guide to help you sort everything out:
Kids Are… Expensive
A Guide to Spending and Saving for Parents of School-Aged Children
Get access to our free guide by the firm’s founder, Brad Bond, CFP®, CFA, AIF®.
We respect your time and have invested in technologies that allow us to work virtually and collaboratively with clients, regardless of location.
All client meetings are held virtually. If you are not comfortable with the associated technologies (computer screen sharing, online scheduling tools, electronic file transfer, etc.), we would probably not be a good fit for you.