DOUGLAS A. BONEPARTH, CFP®, AIF®, MBA
Financial Advisor | President
For more than a decade, Douglas A. Boneparth has helped his clients negotiate sales of businesses; establish legacies for future generations; purchase new homes; pay off debt and achieve financial independence. But while servicing the needs of his diverse book of business, he noticed a gaping hole in the financial services industry: financial planning and advice for Millennials, his peers. So while everyone else was chasing old money to invest, Douglas started finding young people to invest in.
With a passion to improve the financial lives of those around him, Douglas founded Bone Fide Wealth, a firm dedicated to providing both effective and relatable advice to the city’s hardest working young professionals. Through his personal experiences with student debt, higher education, career development, professional achievement and entrepreneurship, Douglas shares a perspective that very few financial advisors in the industry can. Douglas then draws upon the real life examples of his firm’s clientele, offering financial solutions that that are as creative as they are practical.
To financially educate and empower Millennials, Douglas speaks across New York City, including engagements at New York University, Fordham University and The King’s College and partners with organizations like Experian, SoFi and CommonBond. He is active in w!se, a New York City non-profit that teaches financial life skills to high school students.
Douglas received his Bachelor of Science degree from the University of Florida and his Master of Business Administration from the NYU Stern School of Business, with concentrations in finance and management. He enjoys playing tennis and volleyball, keeping his menswear fresh and watching college football with Heather and Hazel, his wife and daughter. Go Gators!
Street Cred:
- Co-author of The Millennial Money Fix (Career Press, 2017).
- CNBC’s Digital Financial Advisor Council, 2018.
- CFP Board Ambassador for New York.
- InvestmentNews “40 Under 40”, 2016.
- NexGen Director, Financial Planning Association of New York.
- Leading financial expert. Visit the press page for access to featured videos, articles and related content.
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MARIE WEITZMAN
Vice President
With a background in client service and in operations management, Marie joins Bone Fide Wealth after several years of experience in the boutique wealth management field. She strives to provide outstanding customer service, ensuring clients always receive thorough answers in a timely fashion. Marie also specializes in employing her exceptional organizational skills to manage client projects and firm efficiency. As a Millennial, Marie is an advocate of and believer in the firm’s message of spreading financial literacy to a group of rising professionals, assisting with Douglas’s marketing plans.
Originally from Virginia, Marie received her Bachelor’s of Arts from the University of Virginia and moved to New York City after graduation. Marie lives with her husband Andrew in New York City and loves to bake in her free time. Marie can be seen both around the office and at home organizing everything in sight in the best way possible, drawing inspiration from Pinterest, industry trends, and even her favorite show, Fixer Upper.