Unsettled by job changes, moves, selling a business or a home, company stock options, retirement, or more? Plan for life’s changes with advisors who are independent fiduciaries who treat your financial future as if it were their own. Our financial advisors work to simplify the complex and deliver you an integrated financial plan.
Gain peace of mind with financial advice you can trust.
The Boardwalk Difference
We are a Registered Investment Adviser (RIA) that goes beyond the portfolio so you can rest assured your whole financial house gets – and stays – in order. We are independent, transparent, and do what’s best for you. This means no sales pitches and no hidden fees. Our expert planners look at your specific financial situation to provide you with ongoing, high-touch services so you can be confident you’re on the way to achieve your goals.
Personalized
Service
Customized financial
paths that meet
specific goals.
Expert
Advice
Educated and
experienced planners make the difference.
Integrated
Financial Planning
Holistic approach
that covers all
financial needs.
Independent
RIA
Transparent and
comprehensive portfolio
management
Fiduciary
Duty
We do what is
best for our clients,
always.
Our Services
Boardwalk Financial Strategies delivers a unique combination of wealth management services for families, individuals, and business owners with $1+ million in investable assets. As a fiduciary with a fee-only structure, we are problem solvers, not product pushers. We carefully curate your financial plan and keep you on the best path toward your life goals.
