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Brian S
Series 66
Atlanta, GA
Boardwalk Capital Management, Inc.
Brian Sadler is a financial advisor with Boardwalk Capital Management, Inc. in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. He has worked with Boardwalk Capital Management since 2009 and also has experience at Kingswood Wealth Advisors. Outside of his advisory role, Sadler consults for companies packaging investment vehicles around distressed real estate properties. Boardwalk Capital Management provides fee-based investment advisory and discretionary portfolio management to individuals, employee retirement plans, and charitable institutions. The firm employs a broad asset allocation strategy, integrating tax-aware positioning and Sustainable and Responsible Investing criteria when requested, and also offers insurance-based planning and business financing assistance.
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