Values and Standards

Core Values

  • Seek relationships not transactions.
  • Build client relationships on confidentiality, trust, and performance.
  • Do what is right, and is in the client's best interest.
  • Strengthen families through a multi-generational approach to investing and planning.
  • Match money to life purpose. Money is a tool.

Standards and Goals

  • Be bright, be brief, and be gone. A client's time is precious.
  • Be on time, deliver on promises, and finish what is started.
  • Listen intently, communicate clearly, and suggest thoughtful solutions and implementation strategies.
  • Help clients automate, delegate, and simplify their financial lives. Attend to the details.

Neither Bondar & Associates nor Andrew Bondar is in the business of offering tax, legal or accounting advice. You should consult with your professional advisors for tax, legal, or accounting advice.