A complete list of active advisors currently associated with Boulay Wealth

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

Boulay Wealth is a multi-advisor wealth management firm serving individuals (including high‑net‑worth clients), corporate retirement and profit‑sharing plans, charitable institutions, and other entities. The firm provides discretionary portfolio management, access to third‑party managed programs, institutional retirement plan consulting, and comprehensive financial planning services. Boulay implements investment strategies using defined Target Portfolio Allocation models maintained by its Investment Selection and Strategy Committees, with an emphasis on diversification, cost management, and after‑tax outcomes; portfolios are reviewed regularly and rebalanced as appropriate. The firm routinely evaluates third‑party managers and tailors allocations to client circumstances such as tax sensitivity, concentrated positions, or specific investment preferences. Boulay’s structure is notable for its formal affiliations: an accounting firm is the majority owner, the firm owns an insurance agency, and a partner operates a separate law practice, enabling integrated tax compliance, insurance, and estate‑planning referral capabilities. Many advisors on the team hold CPA and CFP credentials and may provide tax or insurance services through those affiliated entities; Boulay discloses these relationships and related referral/compensation arrangements in its brochure.

To learn more about the advisors currently working at Boulay 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.