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WEALTH MANAGEMENT SERVICES

Boardwalk Financial Strategies delivers a unique combination of wealth management services for families, individuals, and business owners with $1+ million in investable assets.

Thoughtfully integrated financial planning + independent (and expert) investment management =
Boardwalk Financial Strategies.

Financial Planning

Boardwalk helps you focus on the important financial decisions in your life. Our approach ensures that key decisions reflect your goals, your risk tolerance, and your time horizon. We believe financial planning is the first step in building your path forward.

Investment Advisory

Utilizing a low‐turnover, cost‐effective methodology backed by Nobel Prize winning research, Boardwalk acts as a fiduciary to help you extract the greatest returns the market will bear. We help you tune out the noise and focus on the factors you can control.

Planning Integration

We work with your other professional advisers to make sure all corners of your financial plan are not only covered, but synchronized and in line with your goals. Big picture planning comes from thinking Beyond the Portfolio.

Education

Because education is empowering, Boardwalk is committed to helping clients understand their planning and investment options. We seek to simplify the complex and provide peace of mind.

“I am committed to helping my clients reach their financial and lifestyle goals, and I am passionate about the educational component of wealth management. I want my clients to understand exactly what is going on in their financial world, and to be comfortable and confident that the decisions we are making are leading them to reach their goals.”

Founder, Mike Rodenbaugh

WHAT MAKES US DIFFERENT

Boardwalk Financial Strategies’ approach to wealth management is genuine, practiced, holistic, and objective. No sales pitches, just thoughtful consideration based upon a keen understanding of our clients’ personal financial situation and goals. Boardwalk clients enjoy high touch service, fee transparency, and the confidence that they are receiving expert guidance from advisors who value people over products.

MEET OUR TEAM

Michael Rodenbaugh, CFP®, CFA®, CPA
Michael Rodenbaugh, CFP®, CFA®, CPAFounder
Mike founded Boardwalk Financial Strategies to help families achieve their financial goals. His personal approach and depth of knowledge in investments as well as tax and estate planning formed the basis for his integrated approach to wealth management.

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Amanda Routhieaux, CPA
Amanda Routhieaux, CPAWealth Management Associate
Amanda assists in all aspects of client relationships, from ensuring a smooth client onboarding process to meeting preparation and follow up, to managing Boardwalk’s relationship with important client‐facing vendors.

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Heidi Rodenbaugh
Heidi RodenbaughDirector of Operations & Client Engagement
As Director of Operations and Client Engagement, Heidi serves as Mike’s right hand and keeps the office humming. She manages everything from operations, human resources, and administrative affairs to ensuring the client experience is above and beyond.

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