About Boerum Hill Financial Advisors
Boerum Hill Financial Advisors provides independent, fiduciary financial planning designed for real people. We listen first, focus on your goals, and build strategies that adapt as life changes.
Our Mission
Our mission at Boerum Hill Financial Advisors is to provide approachable planning that reflects real life. Approachable planning built on connection. Listening and perspective guide choices shaped by each client’s values, goals, and story, creating financial clarity without complication. As an independent fiduciary, Boerum Hill Financial Advisors is free from commissions or product quotas, so guidance stays centered on client interests. Founder Jonathan Elks, CFP®, CIMA®, RMA®, FCA, brings more than 30 years of financial leadership and advanced credentials to each relationship, combining experience with a personal commitment to help simplify complex decisions and support evolving goals.
Meet Your Advisor
Jonathan Elks, CFP®, CIMA®, RMA®, FCA, founded Boerum Hill Financial Advisors after more than 30 years in senior finance roles across global industries. His career has spanned leadership positions in Big Four advisory firms, public companies, and financial organizations in both Australia and the United States.
Jonathan holds multiple advanced designations, reflecting his commitment to education and professional standards. His journey also includes experiences outside of finance that shape his perspective today.
Want the full story?
Your Financial Story Matters To Us
Financial planning should adapt to your priorities. We help simplify choices so your strategy reflects both today and tomorrow.
Why Choose Us?
At Boerum Hill Financial Advisors, the commitment is simple: act in each client’s best interest. As a fiduciary, the firm listens first and builds strategies around individual needs—not products or quotas. Relationships are one-on-one, with time taken to understand how finances affect life, relationships, and decisions.
Independent and fee-only, compensation comes directly from clients, never from commissions or product sales. This structure avoids potential conflicts and keeps the focus where it belongs—aligning strategies with client goals and providing guidance that adapts as life evolves.
Independence and Objectivity
As an independent Registered Investment Advisor, we answer only to our clients. Decisions are guided by client priorities, not by corporate profit goals or product sales.
Experience That Informs Perspective
With more than 30 years in senior corporate finance roles and advanced planning credentials, we bring practical knowledge and a global perspective to every relationship.
A Relationship-Based Approach
With more than 30 years in senior corporate finance roles and advanced planning credentials, we bring practical knowledge and a global perspective to every relationship.