Boardwalk Wealth Management

Boardwalk Wealth Management is a fee-only financial advisory firm offering financial planning and investment management for individuals and businesses. Its work centers on retirement transitions, including 401k rollovers, inheritance decisions, retirement income planning, and ongoing guidance for established professionals and business owners.

The firm starts with a discovery conversation, then gathers financial information, designs a personalized plan, and reviews it periodically as circumstances change. It meets clients in person at its Ann Arbor office when possible and also works with clients virtually across the country by phone or Zoom. Free initial meetings can be requested through the website or by phone.