# Bodnar Financial Advisors

Bodnar Financial Advisors is a RIA based in Florham Park, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Florham Park, United States
- **Region:** North America
- **Address:** Florham Park, NJ, United States
- **Assets under management:** $200M - $500M (Altss estimate)
- **Website:** bodnargroup.com

## Regulatory record

- **CRD number:** 129014
- **Registration status:** Registered
- **Reports private funds:** No

## About

BODNAR FINANCIAL ADVISORS, INC. is a state-registered investment adviser in FLORHAM PARK, NJ. The firm employs 2 employees and 2 investment advisers. It is based in New Jersey.

## Questions

### Who makes investment decisions at Bodnar Financial Advisors?

Founder John Bodnar sets the firm's investment philosophy and oversees all portfolio decisions, drawing on capital-market research from Dimensional Fund Advisors and Nobel laureate Eugene Fama. The firm operates a centralized investment-policy committee structure where Bodnar retains veto authority. No external investment committee or outside CIO influences allocations.

### What type of client does Bodnar Financial Advisors typically serve?

The firm focuses on accredited investors, corporate executives, and multi-generational families, with an emphasis on pre-retirees and retirees in the New Jersey and New York metropolitan area. Many clients share a military or aviation background aligned with Bodnar's own Naval Academy and carrier-pilot experience. Minimum account thresholds are not publicly disclosed.

### Does the firm offer estate planning or tax services directly?

Tax and estate-planning advice is coordinated in partnership with clients' external CPAs and attorneys; the firm does not employ in-house estate attorneys or prepare tax filings. Bodnar's team integrates tax-loss harvesting and asset-location strategies across taxable and retirement accounts as part of ongoing portfolio management.

### What is the firm's stance on alternative investments?

Bodnar Financial Advisors does not allocate to private equity, hedge funds, venture capital, or direct real estate syndications. Its investment policy explicitly excludes illiquid and high-cost complex products, citing academic evidence that passive, low-cost exposure over full market cycles serves client objectives more reliably than alternative-asset dispersion.

## Related profiles

- [Bolts & Nuts Corporation](https://altss.com/profile/bolts-and-nuts-corporation)

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Updated: 2026-06-03T20:00:00.000Z

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