Michael Bogardus

Michael is incredibly passionate about helping people reach their financial goals.

Michael’s dedication to his clients coupled with his unmatched work ethic is a direct result of his time spent working for his family’s business growing up. After spending years learning the importance of client service and teamwork from his father, Michael diligently applies these principals on a daily basis with his team and clients. Michael is rigorously committed to his own professional development, demonstrated by the vast array of industry designations he has earned, including the CERTIFIED FINANCIAL PLANNER® professional (CFP®) designation, the recognized standard of excellence for competent and ethical personal financial planning in a fiduciary capacity. He is also a Chartered Financial Consultant® (ChFC®) whose recipients gain in-depth knowledge of the key financial planning disciplines including insurance, income taxation, retirement planning, investments and estate planning. In addition, he became an Accredited Investment Fiduciary® (AIF®), which requires designees to have a fundamental understanding of the principle of fiduciary duty, the standards of conduct for acting as a fiduciary, and the process for carrying out fiduciary responsibilities. He applies these high standards to his work with individuals, plan sponsors, corporate entities, and non-profit organizations. A graduate of the University of Richmond with a degree in business administration, Michael is dedicated to his family, passionate about fitness, yoga, reading, and enjoys indulging his sweet tooth (in a disciplined fashion).