With RIAs increasingly dominated by large, scaled-up wealth management firms, Bordeaux Wealth Advisors has carved out a niche by doubling down on personalized, high-touch client service.

Rather than chasing rapid expansion through acquisitions or partnerships, the boutique RIA is content to maintain its focus on serving the complex financial needs of its high-net-worth clientele. After all, Bordeaux’s client-first approach is central to its growth and reputation.  

“We’re happy serving clients where we’re at,” says Jon Ekoniak, partner and wealth advisor at the RIA and who joined the firm seven years ago after previously advising RIAs for Schwab. “We want to make sure that [clients] are getting the service that they need.”

The client service-centric approach is a key differentiator for Bourdeaux, which caters primarily to venture capitalists, private equity leaders, and technology executives, the latter being the biggest and newest chunk of clientele. The firm boasts an unusually low client-to-employee ratio of just eight clients per staff member – a stark contrast to the industry average of 25 clients per employee.