Who We Are

Who We Are 2017-12-11T17:15:31+00:00

Approachable, expert, transparent . . . that’s who we are.

In 2012, Boardwalk was created to deliver expert financial planning services for those who value relationships and high-touch service. We are a small team of seasoned professionals, dedicated to helping families. We believe in honest communication, not sales pitches. We know our clients, we really like them, and we’d like the opportunity to get to know you.

Meet Our Team

Why We’re Different