Jeff Bone, CPA is the Founder of Principled Wealth Management, an independent advisory firm built on clarity, integrity, and long-term trust. Jeff partners with families, business owners, foundations, and endowments to deliver customized wealth management and estate planning strategies that align with each client’s values, goals, and legacy. His work centers on comprehensive, forward-looking planning that integrates investment alignment, proactive tax strategy, and risk-aware asset management.
With more than 18 years of experience in financial services, Jeff brings a depth of insight shaped by prior roles in global consulting firms PwC and Deloitte, as well as serving as Finance Manager for a Fortune 500 technology company.

Jeff is a Certified Public Accountant (CPA) and holds FINRA Series 7, 66, 6, and 63 licenses along with Life & Health Insurance credentials; he is proud to serve in a fiduciary capacity. A graduate of Louisiana State University with a degree in accounting, Jeff gives back through service as a Board Member on the Planned Giving Committee for Gene Slay’s Boys & Girls Club of St. Louis, the Investment & Finance Committee for St. Paul’s Lutheran Church and School, and as a member of The Estate Planning Council of St. Louis and the Society for Financial Awareness.