A complete list of active advisors currently associated with Boden Wealth

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

Boden Wealth provides personalized financial planning, business exit consulting, and both discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients), families, and entities such as trusts, estates, non‑profits, private foundations, businesses and qualified retirement plans. The firm’s services include delivered financial plans and implementation support, with planning and consulting engagements that may be billed on a fixed‑fee or hourly basis in addition to asset‑based advisory fees. The firm tailors portfolio recommendations to each client’s financial circumstances, risk profile and goals, generally employing fundamental analysis with a long‑term orientation while permitting shorter‑term trading when appropriate. Boden Wealth may recommend and select unaffiliated external managers (including arrangements involving AssetMark), assist plan fiduciaries for retirement plans, and monitor external manager performance and account activity. Compared with many peers, Boden Wealth’s brochure emphasizes fixed and hourly fee options and an explicit business‑exit consulting practice, features that are statistically uncommon for firms in this category. The brochure also discloses that advisory personnel are licensed insurance producers who may earn commissions, that the firm uses SEI’s custodial platform and advisor benefits program, and that it does not serve as a private fund adviser.

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