A complete list of active advisors currently associated with Boardwalk Financial Strategies LLC

Warmer can help you find a great advisor at Boardwalk Financial Strategies LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Boardwalk Financial Strategies LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.