Financial guru of Cleveland Heights

Jeff Bogart helps clients combine yoga and financial planning.

Yoga and money? Well, it’s not quite the union of peanut butter and jelly or baseball and hot dogs. But according to Jeff Bogart, longtime Cleveland Heights resident and registered investment advisor, the two are inextricably linked. Moreover, he maintains that the discipline of yoga can help people achieve peace of mind and long-term financial stability.

Bogart began practicing yoga in the 1980s. Most recently, he and his wife, Antje, have taken yoga classes at Green Tara Yoga in the Cedar Fairmount neighborhood where they’ve lived for 20 years, and at the Atma Center in the Cedar Lee neighborhood. Bogart has also studied the philosophy of yoga, pouring over books about this centuries-old practice. One book that especially influenced him is Autobiography of a Yogi by Paramahansa Yogananda. Bogart learned that since the beginning of yoga, thousands of years ago, money and yoga have gone hand in hand. For example, it was commonplace for some yogis to be supported by their well-to-do families or by other benefactors. Others were wandering ascetics with nothing more than a begging bowl.

At the start of this year, Bogart began to apply the teachings of Buddhism to his financial planning practice. What resulted is a life-planning process in which his clients integrate the practice of yoga with their money. Through the philosophies of abundance and Karma yoga, a person can design a financial plan in a way that is consistent with Karma yoga, while maintaining a comfort level of acceptable investment expectations and returns. Bogart measures success by the number of life-planning goals that he helps his clients achieve. For more information, contact Bogart at


Kim Mastrandrea

Kim Mastandrea is a marketing assistant for Yogic Investing.

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Volume 5, Issue 6, Posted 9:27 AM, 06.01.2012