BOND FINANCIAL GROUP, INC.

Overview

Bond Financial Group, Inc. is an independent registered investment adviser serving individual and family clients. The firm combines financial planning and portfolio management with insurance brokerage services, and it also provides selection-of-adviser services and educational seminars. Its business model mixes fee-based advisory work (percentage of AUM, hourly and fixed fees) with insurance product distribution, which suggests a client service approach that blends ongoing investment oversight and product execution. Investment activity centers on public funds and mutual fund strategies, and the firm operates as a capital allocator—sourcing third‑party managers and fund vehicles for client portfolios rather than concentrating exclusively on in-house proprietary products. Bond Financial Group, Inc. does not position itself as an active ESG investor.

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