Bonsai Advisors

The Bonsai Advisor - A Differentiated Experience

Advisors today are facing the pressures of commoditization with the rise of digital wealth management solutions and margin compression across the industry. These pressures, combined with evolving market dynamics, create an environment where Advisors must add additional value to maintain their relevance.

The Bonsai Advisor is enabled to do so much more than just maintain relevance. By leveraging a world class digital infrastructure, innovative practice management models and the proprietary Bonsai Philosophy, the Bonsai Advisor is able to drive unprecedented value for their clients.

Ultimately, the Bonsai Advisor is in a position to have more meaningful discussions not only around the client's investments but also act as their personal CFO. This enables their clients to make educated decisions across their balance sheet.

Explore our other services

Bonsai Exchange

We offer financial professionals carefully selected risk-management solutions to achieve determined outcomes for their clients.

Bonsai Consulting

Bonsai empowers organizations to rethink, retool and differentiate themselves in an ever-changing market.