Financial advisor · Ann Arbor, MI
Boardwalk Wealth Management
Fee-only financial planning and investment management
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Multi-family wealth management and legacy planning310 Miller Ave. Suite 147, Ann Arbor, MI
Darden Wealth Group is a wealth management firm that takes a multi-family office approach, building personalized plans around each family's goals and values. Its planning brings together investments, taxes, estate planning, family business governance and philanthropic goals into one plan rather than handling each piece separately. Alternative investments, liquidity management, and stock options and executive compensation analysis are also part of the practice.
The firm serves clients nationwide and says its team has more than 100 years of combined experience. The Ann Arbor office is open weekdays from 9 a.m. to 5 p.m. and also meets by appointment, including on some weekdays between Christmas and New Year's. It is closed to in-person appointments on market holidays, Christmas Eve and Black Friday.
Fee-only financial planning and investment management
Buy and sell bitcoin with cash at a store kiosk
Investment management with a long-term, steady approach
Listing your business here is free. Featured is $49 a month: