Case Studies

Don’t take our word for it. Read about how Boardwalk has helped others manage their financial futures.


A retired couple found Boardwalk when they began losing confidence in the advisors they were using at their national bank.  They didn’t fully understand what or how they were paying for the investment services, and frequent turnover at the bank made it difficult to form a good working relationship. 

Busy Professional

An executive and spouse came to Boardwalk when they realized that, like so many others, in the midst of a busy work schedule and family life, saving and planning for their future had taken a back seat. Boardwalk quickly got up to speed on their situation and helped get their financial house in order.

Small Business Owners

The husband and wife owners of a small business were initially referred to Boardwalk for assistance with their personal accounts within the company 401(k) plan. After a series of discovery meetings, Boardwalk executed on many significant financial planning opportunities