A complete list of active advisors currently associated with Boardwalk Wealth Management

Warmer can help you find a great advisor at Boardwalk Wealth Management or one who fits your needs even better.

Boardwalk Wealth Management provides investment management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm reports about $1.76 million in discretionary assets under management across a small client base and also offers employee benefit plan services for plan sponsors. The firm’s investment process emphasizes passive portfolio construction using index mutual funds and ETFs for asset‑class exposure, while also incorporating fundamental, technical, charting, and cyclical analysis and the occasional use of sub‑advisers. Accounts are managed on a discretionary basis with quarterly reviews, and clients can engage in ongoing comprehensive financial planning through a fixed quarterly arrangement that includes written deliverables and annual plan updates. What is distinctive about the firm is its provision of pension consulting and ongoing employee benefit plan services—an offering that is relatively uncommon among independent advisers of this size. The firm operates with a compact advisory model, discloses its custodial arrangements (including participation in a Charles Schwab institutional program), and does not accept custody of client assets except for withdrawing agreed fees.

To learn more about the advisors currently working at Boardwalk Wealth Management, 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.