Mike Bono

With more than three decades of experience in financial services, Mike Bono is dedicated to helping clients make confident, informed financial decisions. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant (CPA), Mike takes a holistic approach to financial planning, integrating tax strategy, retirement planning, and Medicare planning into personalized, coordinated plans designed to support long‑term goals.

Mike began his career in public accounting, where he built a strong technical foundation in tax planning and preparation. He later expanded his experience at a multi‑family office, gaining insight into the complex needs of both individuals and multi‑generational families. For nearly 30 years, he has focused on comprehensive financial planning, helping clients navigate life transitions with clarity and confidence.

Mike specializes in tax planning, retirement income strategies, and Medicare planning, with an approach grounded in understanding each client’s priorities and adapting strategies as life evolves. He also served as a Commander in the United States Navy Reserve, bringing a disciplined, service‑oriented perspective to his work.