The Boardwalk Difference
Boardwalk Financial Strategies dares to be different. We solve problems, rather than push products, to deliver wealth management services for families, individuals, and business owners with $1+ million in investable assets. We are a welcome voice, on the phone, in video meetings or in person, ready to craft an integrated financial plan that is personalized to you and your future.
Our team brings deep knowledge and experience to help you curate an integrated financial plan.
CFP®, CFA®, CPA
Mike founded Boardwalk Financial Strategies to help families achieve their financial goals. His personal approach and depth of knowledge in investments and tax and estate planning formed the basis for his integrated approach to wealth management.
Associate Wealth Manager
Amanda assists in all aspects of client relationships, from ensuring a smooth client onboarding process to meeting preparation and follow up, to managing Boardwalk’s relationship with important client‐facing vendors.
John joined Boardwalk Financial Strategies in February 2018. His passion is helping people live a full life by using a holistic approach to wealth management. His expertise in charitable giving helps clients enjoy giving in creative, tax-efficient ways.
Director of Operations & Client Engagement
As Director of Operations and Client Engagement, Heidi serves as Mike’s right hand and keeps the office humming. She manages everything from operations, human resources, and administrative affairs to ensure the client experience is above and beyond.
James joined Boardwalk Financial Strategies as an intern in May 2021 and quickly became an asset to the team. He joined full time in September 2021. He believes in the value of creating simplicity, cohesion and a sense of empowerment when assisting clients with their finances.
Genuine, Practiced, Holistic and Objective
We take immense pride in our integrated approach. As a client, you will appreciate and understand what makes us different. No sales pitches, just thoughtful consideration based upon a keen understanding of your personal financial situation and goals—that’s the Boardwalk way. Our clients enjoy high-touch service and fee transparency, so they can rest in confidence that they will receive expert guidance from advisers who value people over products.
We focus on you and your individual needs. After a detailed review of your current financial situation, we develop a customized financial plan based on your needs. We regularly review all areas of your financial picture to help you understand your options as planning opportunities and financial decisions arise. We see wealth management as more than just asset allocation. We center our efforts on helping you and your family achieve your goals. You’ll never be just a number to Boardwalk. We accept new clients selectively to ensure we always deliver an exceptional experience to every client.
Integrated Financial Planning
We offer extensive experience in all areas of wealth management—wealth advisory, financial planning, estate, insurance, and tax planning. We believe in developing an integrated plan and enjoy collaborating with our clients’ other expert advisers, such as CPAs or tax preparers, estate planning attorneys, and insurance brokers. Boardwalk’s breadth and depth of experience helps clients see the value of an integrated plan. We frequently introduce planning opportunities missed by other wealth managers who only focus on investable assets.
Our advisors have earned the highly regarded CFP®, CFA®, and CPA credentials, demonstrating their experience and commitment to developing the technical skills that deliver expert wealth management advice. We encourage you to learn more about these credentials so you can better understand the importance of engaging a qualified adviser.
Being an independent RIA holds Boardwalk Financial Strategies to a fiduciary standard of care. Conflicts of interest, often borne out of the pressure to sell proprietary products or transact a minimum amount of business each year, plague the financial service industry. In stark contrast, an independent fiduciary has the practical freedom and a legal obligation to put each client’s best interests before his/her own, and that’s exactly what we do.