In an increasingly complex world, Bordier Wealth Planning helps you navigate the twists and turns of your financial life, as your trusted adviser. We do for your family what we have done for ours for nearly 200 years.

How can we guide you?

Whether you want a comprehensive financial plan or to talk to us about a specific area of financial planning, get in touch with us or discover more about how we can help you:

Our services

We help clients at all stages of life to achieve their financial goals. Our experienced wealth planners work with you to help you make the most of your financial situation. We help you to maintain and enhance your chosen lifestyle, while at the same time helping protect your wealth for generations to come.
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About Bordier Wealth Planning

We believe that individuals and families should be informed and equipped to maintain and enhance their chosen lifestyle, while at the same time protecting their wealth for generations to come.
Learn more about Bordier Wealth Planning and our team

Please refer to our Statements and Risk Warnings for important information on Bordier Wealth Planning and our services.