A complete list of active advisors currently associated with Boyum Wealth Architects LLC

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

Boyum Wealth Architects LLC provides fee‑based investment advisory and financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm also offers qualified retirement plan consulting, participant fiduciary advice, educational seminars, and business consulting, and may place client assets with third‑party managed account programs or outside money managers. The firm primarily manages portfolios on a discretionary, custom basis using a blend of technical, tactical and fundamental analysis, and may deploy cash positions, individual equities, options, mutual funds, alternative investments and outside managers to pursue client objectives. Boyum Wealth tailors allocations to each client’s risk tolerance, time horizon and goals and conducts periodic reviews of managers and strategies, using criteria such as manager tenure and performance. Notably, the firm both recommends or selects other investment advisers through third‑party managed account programs (an arrangement that can involve serving other adviser clients) and has a principal licensed to sell insurance products, for which commissions may be received and disclosed to clients. The firm also disclosed a recent organizational change—converting from a corporation to an LLC and changing its legal name—which it represents as a material update in its Brochure.

To learn more about the advisors currently working at Boyum Wealth Architects LLC, 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.