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Walking You Through

Every Transition

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.


Customized financial
paths that meet
specific goals.


Educated and
experienced planners make the difference.

Financial Planning

Holistic approach
that covers all
financial needs.


Transparent and
comprehensive portfolio


We do what is
best for our clients,

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.

Financial Planning

Focus on the important financial decisions you face.

Investment Advisory

Tune out the noise and focus on factors you can control.

Planning Integration

Think beyond the portfolio with big picture planning.


Truly understand our advice.