Richard Bohner

Richard B. Bohner, Jr. brings more than 25 years of dedicated experience as a Financial Advisor, offering personalized and strategic financial guidance to individuals, families, and business owners. He specializes in wealth accumulation and preservation strategies, helping clients navigate complex financial landscapes with a focus on long-term success and security.

In 2025, Richard joined Hendel Wealth Management Group, contributing his extensive expertise and client-focused approach to the firm’s growing presence. Prior to this, he has been a CPA since 1987 and was the founder and president of Cycle Financial Services, Inc., which he established in 1997. The firm was built on the concept of offering clients a comprehensive “cycle” of financial services under one roof. These included financial and estate planning, investment management, insurance solutions, employee benefits, and CPA accounting and tax services. Through strategic alliances with attorneys and other CPA firms, Richard delivered a fully integrated team-based approach to financial management, ensuring that each aspect of his clients' financial well-being was thoughtfully addressed.

A native of Commack, Long Island, Richard earned a Bachelor of Science in Accounting, graduating Cum Laude from C.W. Post Long Island University. He also holds an Associate’s Degree in Applied Science and Business Administration from Suffolk County Community College. His strong academic background laid the foundation for his professional accomplishments and ongoing commitment to excellence in financial services.

Richard has been a proud member of several esteemed professional organizations, including the New York State Society of Certified Public Accountants, the Financial Planning Association (FPA), the Estate Planning Council of Suffolk County, Inc., and the Smithtown Chamber of Commerce. His past involvement in these organizations reflects his dedication to staying current with industry developments and maintaining the highest standards of professional ethics.

Outside of his professional endeavors, Richard and his fiancée reside in Wheatly Heights, New York, and Fernandina Beach, Florida, where he is actively involved in their local church, charitable initiatives, and community activities. Known for his integrity, personalized service, and deep commitment to his clients and community, Richard continues to be a trusted financial advisor and community leader.