A complete list of active advisors currently associated with Boulevard

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

Boulevard Wealth Management serves individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations and small businesses, working with both non‑accredited and institutional clients including high‑net‑worth households. The firm provides modular financial planning and project advisory work, discretionary portfolio management, pension consulting, selection of other advisors, periodic publications and educational seminars, and insurance advisory services. Boulevard’s investment approach emphasizes long‑term strategic asset allocation implemented primarily through mutual funds and ETFs, with representatives monitoring portfolios at least semi‑annually and meeting more frequently for larger accounts. In addition to ongoing portfolio management, the firm offers project‑based strategic advisory work and manages “held‑away” employer retirement accounts via a third‑party platform (Pontera) to review allocations and rebalance connected accounts. Compared with many peers, Boulevard operates an affiliated insurance agency across multiple states and its representatives are licensed to sell life, disability and long‑term care products; the firm discloses that insurance commissions can create a conflict of interest. The firm also publishes periodicals/newsletters and runs educational workshops—services that are relatively uncommon among similar advisors—and recently transitioned from state to SEC registration while adding held‑away asset management.

To learn more about the advisors currently working at Boulevard, 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.