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BondStreet Wealth Management

At BondStreet, we have the ideal solution for real people who want their investments handled by a top Wealth Manager, without the limitations and expenses of the typical brokers, in a friendly environment where everyone is treated well, regardless of portfolio size. We feel that even though this isn’t common now, someday it will be.

Experience The Future of Investing:

  • We are a truly independent Investment Advisor. With no Wall Street corporate parent to influence us, we are free to use the best investments in the world to fit your needs. We keep your internal fees low by using Index Funds, ETFs and select Managed Mutual Funds.

  • Our Wealth Manager, Brian Evans, is a CPA and a Personal Financial Specialist, the highest accreditation in the business.  Brian is nationally published on his advanced asset allocation strategy in Larstan’s The Black Book on Personal Finance.

  • As an Investment Advisor (not a broker-dealer) we have a fiduciary duty to act in your best interest; we do not act with a bias, pushing proprietary funds.  We only work for you!  We accept no commissions or hidden fees; to earn a raise we must make your portfolio grow.

  • Due to our excellent performance, we are ranked #15 by Financial Advisor Magazine of leading small Registered Investment Advisor firms in the United States.  Thanks to client referrals and portfolio increases we now have $160 million under management!

  • Along with Private Investment Services, we offer a variety of Retirement Plans as well as Financial Planning, Tax Planning, Trust and Estate Planning and Insurance Advice.  There are few things that we can’t assist with.

  • Your Investment Advisor Representative will be with you every step of the way, from helping you choose the appropriate Investment Portfolio, to providing the exceptional ongoing support that is the trademark of BondStreet Wealth Management.

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