Boardwalk Financial Strategies LLC
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About
Boardwalk Financial Strategies LLC provides portfolio management and comprehensive financial planning to individuals, including high‑net‑worth clients, as well as charitable organizations and pension plans. The firm manages approximately $197.6 million across about 85 client relationships and also offers standalone hourly planning for clients who do not engage its ongoing investment supervision.
The firm emphasizes long‑term, globally diversified portfolios driven by asset allocation, documented risk tolerances, and periodic rebalancing, implementing strategies primarily through mutual funds and ETFs. Boardwalk uses fundamental and cyclical analysis and may tilt portfolios toward smaller‑company and value exposures, seeks discretionary trading authority for ongoing supervision, and employs a third‑party platform to manage held‑away defined contribution participant accounts with quarterly reviews.
Noteworthy distinctions include account minimum thresholds for retirees and pre‑retirees and the use of a third‑party participant‑account platform to manage held‑away retirement plan allocations without taking custody. The firm is approved to utilize Dimensional Fund Advisors mutual funds and receives related research and training support, and it discloses specific custody practices and a formal Code of Ethics intended to address conflicts of interest.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.15%
$500 per hour for advisor, $250 per hour for staff member
Account minimum: $1,500,000 Minimum fee: $17,500 minimum annual fee for standard accounts; $8,500 minimum annual fee for non-profit accounts Fee-only: Hourly fees of $500 for advisor, $250 for staff member; fees may be negotiable
Main office
128 Cottonwood Avenue
Hartland WI 53029
Advisors at this office
2
Most active in
Illinois · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Colbey G
Series 65
Hartland, WI
Boardwalk Financial Strategies LLC
Colbey Grisar is a financial advisor at Boardwalk Financial Strategies LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Welmmark BCBS, the City of Waukesha, and Drake University. Boardwalk Financial Strategies LLC provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans. The firm emphasizes long-term, globally diversified portfolios using asset allocation and risk tolerance assessments, managing approximately $197.6 million across about 85 client relationships.
Michael R
CFP®, CFA®, Series 63, Series 65
Hartland, WI
Boardwalk Financial Strategies LLC
Michael Rodenbaugh is a CFP® and CFA® at Boardwalk Financial Strategies LLC with 15 years of industry experience. He has worked at Boardwalk Financial Strategies since 2012 and previously at Altair Advisers LLC and Deloitte Investment Advisors LLC. Outside of advisory work, he serves as vice-chair on the board of directors for the ProHealth Care Foundation, a nonprofit organization supporting healthcare advocacy and philanthropy. Boardwalk Financial Strategies provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans. The firm manages approximately $197.6 million across about 85 client relationships, focusing on long-term, globally diversified portfolios built around asset allocation, risk tolerance, and periodic rebalancing.
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