John is the ultimate professional. Extremely knowledgeable. He delivers results.

John and his team are amazing! We are so pleased with how they have been handling our accounts.

John is a friend who has faithfully followed my instructions and has delivered an overall positive result with my investments.

Simply the best. A trusted partner beyond the numbers. I’ve known John since our audit days at PwC, and it’s been fun watching him evolve into using his strengths to help others achieve their financial goals. His integrity, insight, and client-first mindset have remained constant. He brings a rare combination of deep investment expertise, sound judgment, and a values-based approach that honors our family’s unique goals and risk profile. From the beginning, he took time to truly understand our “why”—asking thoughtful questions that went far beyond spreadsheets and returns. He helped us craft a financial plan aligned not only with our objectives, but with our lifestyle, family values, and long-term legacy goals. He has also played a pivotal role in helping our young adult children transition from college to independence—providing guidance, practical tools, and meaningful conversations around budgeting, cash flow, and intentional life decisions. He’s not just a financial advisor—he’s a trusted guide who genuinely cares. We’re incredibly grateful.

We have worked with John for over 15 years, and he has been amazing throughout. We were able to achieve our early retirement goals only because of John's guidance. We feel heard and our plan is tailored to our situation. John is always responsive, timely, friendly, straight forward, patient, adaptable. We trust John. There are few people we can say that about, particularly regarding such a critical topic.

We are ever so grateful to John for his professional management of our finances . John understands our risk tolerance and wisely applies his knowledge to keeping us secure and comfortable. We would be happy to recommend the services of John to anyone looking for a financial consultant.

GREAT!

John is our Trusted Advisor which he earned. He has guided us through a financial crisis and many challenges while establishing a plan to achieve our short term and long term goals. He is also a friend!

My wife and I are deeply gratefully to John and his associates for the continued care and management of our money. We ha to depend totally on John’s watchful wisdom to direct the best course of action for our finances. We, without any reservation, would recommend John to absolutely anyone.

My husband and I have been working with John (and his team) for almost 20 years. He is everything we wanted when looking for a financial advisor. Smart, hardworking, honest as the day is long and an all around good guy. And when the markets go haywire, John is the guy I want at the wheel. What’s higher than A++? John Bochniak.

We have been working with John since January of 2016 and we have nothing but the utmost praise for him. We trust him and rely on him. He is extremely knowledgeable and always has an excellent strategy for any financial issue we present to him. He is calm and understanding of our feelings about risk and work/life balance. Through his wise stewardship, he has grown our wealth tremendously and helped us fulfil many of our dreams. We are so grateful that he and his outstanding team are part of our lives.

John is exceptional in his role as financial advisor. He has worked closely with me for years and has recently taken on my husband’s financial portfolio. Because of his good work and that of his team, we feel well-positioned to live out our retirement years very comfortably.

We’ve been with John for many years and he always takes care of us. He listens to our needs and goals and helps us formulate a plan to meet them and then stays on top of it to make sure we are on track. Much lower stress during turbulent times knowing he’s guiding us. Highly recommend John as a partner.

I appreciate John's quick responses to my questions/concerns and also general correspondence. Especially in the beginning of our business relationship, I had lots of questions, and John always responded quickly to my correspondence, which I appreciated. I also considered terminating the relationship at one point. John did not get upset or fire-back any hot-headed communications, but instead just explained the state of our portfolio and asked for a confirmation email regarding whether he needed to initiate the paperwork to sever the relationship. I appreciate that John understands that this is a business relationship and is able to remove emotion from tough conversations. John conducts himself in the same manner with regard to our portfolio - he is a great guide for trying to temper my quick, knee-jerk reactions when the market is tumultuous. I don't always listen to his advice, but even when I don't, he doesn't belittle me/my mistakes. Rather, he maintains a pragmatic approach to addressing the situation and figures out a path forward.

His knowledge is deep. Always wise advice shared with us. And, he understands us and our goals.

Always have a good meeting with John…He explains the investments and listens to my concerns. I always come away from his meetings feeling more secure about our future.

It's always great talking to John about my goals and financial targets. He supports me as an advisor by providing insight into macro level items as well as strategic planning for the future. I'm grateful to be partnered with him, and look forward to working with him more in the future.