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 advises individual and high‑net‑worth clients as well as corporate retirement plans, charitable institutions, and foundations. The firm provides discretionary and non‑discretionary portfolio management, third‑party managed programs, comprehensive financial planning, and retirement‑plan consulting, and it can coordinate tax preparation through its affiliated accounting firm. Boulay implements a model‑portfolio approach (conservative to aggressive) maintained by Investment Selection and Strategy committees, emphasizing diversification, cost control, and after‑tax outcomes where appropriate. Portfolios are monitored with regular reviews, rebalanced as needed, and may be managed directly or through third‑party managers depending on client needs and suitability. Boulay’s structure is distinctive for its operational integration with an affiliated accounting firm (Boulay PLLP) and its ownership of an insurance agency (Boulay Insurance Solutions), allowing the firm to combine advisory, tax/accounting, and insurance offerings and, in some cases, bundled billing; it also maintains ongoing product and referral relationships with a third‑party firm (Valmark). Those affiliations, along with routine ERISA fiduciary work for retirement plans and referrals to a separate legal practice for estate planning, create a multi‑disciplinary service model and related conflicts of interest that the firm discloses 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.

You can also browse Boulay Wealth's office locations.