Financial advisor · Ann Arbor, MI
Boardwalk Wealth Management
Fee-only financial planning and investment management
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Independent, fee-only fiduciary financial planning and portfolio management1528 Golden Avenue, Ann Arbor, MI
Fineberg Wealth Management is a registered investment advisor firm offering portfolio management and financial planning. The firm describes itself as an independent, fee-only fiduciary, and its planner holds the CERTIFIED FINANCIAL PLANNER designation. It also publishes articles on investing topics such as yield curves and market history.
The office is at 1528 Golden Avenue in Ann Arbor and serves clients across Michigan. Appointments are required, so it is best to call ahead or send an email before visiting. The firm also covers asset custody and answers common questions on its website.
Fee-only financial planning and investment management
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Investment management with a long-term, steady approach
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