Recasting the Future of Financial Advice

A new approach to ensuring greater certainty for investors as they plan for their financial future. Through our various solutions, Bonsai works with Financial Professionals, RIA firms, Insurance Agents, Fraternal Organizations and Broker Dealers, so they can help their clients achieve their financial goals.

“Bonsai was created with the vision of recasting the future of financial advice. The foundation of this vision is based on managing the entirety of a client’s balance sheet with the same level of dedication and diligence that it takes to bonsai a tree. At Bonsai, we are obsessed with empowering our clients and partners to achieve their determined outcomes.”

– Robert DeChellis, Bonsai Founder & CEO

The Complexity of Uncertainty

Attempting to plan for the future without taking into account the full complexity of a client's balance sheet is destined to end up with uncertain outcomes.

Seeing the Whole Picture

The Bonsai Philosophy addresses this uncertainty by leveraging an innovative approach to holistically manage a client's balance sheet.

Asset Perspective - this includes looking at traditional investments, real assets, pensions, social security and inheritance.

Liability Perspective - this dynamically addresses both current and future liabilities including healthcare, retirement expenses, aspirational expenses, as well as terminal wealth.

The interaction of personal choices, situations and goals while effectively navigating market forces allows Bonsai to understand the value of a balance sheet both today and in the future. This holistic approach and the identification of hidden risks enables us to effectively manage the client's determined outcomes.

“What Robert and Bonsai are building with their revolutionary platform for financial professionals is extremely powerful. 98% of business owners don't know the value of their businesses or private company shareholdings. By enabling them to understand their clients business value in minutes, through our tool, Bonsai’s platform and our partnership, advisors are tapping into one of the greatest opportunities to grow their AUM and to better serve their business owner clients.”

Michael M. Carter,
 Founder & CEO, BizEquity