Building for the Long Game: Doug & Heather Boneparth on Money, Marriage, and the Future of Advice

In this special The Advisor Journey episode recorded live from Futureproof, Altruist founder and CEO Jason Wenk sat down with Doug and Heather Boneparth of Bone Fide Wealth to talk about their firm’s transition to Altruist, the evolution of independence in wealth management, and their new book, Money Together.

Doug and Heather shared how they’ve built a firm centered on the next generation of clients; high-achieving millennials and Gen Z professionals—by rethinking technology, experience, and trust. They also discussed the deeper connection between money and relationships, and why communication around both is essential.

It’s an honest look at what it means to grow a business and a partnership that endures.

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We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.

Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us

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ABOUT THE ADVISOR JOURNEY:

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.

Disclaimer:

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...