
Boardwalk Wealth Management
Fee-only financial planning and investment management
Financial planning and values-based investment management315 E. Eisenhower Parkway Suite 301, Ann Arbor, MI
McLaren Wealth Strategies is a financial advisory practice that helps clients with financial planning, investment management and charitable giving. The firm builds portfolios around a balanced, globally diversified approach that uses low-cost index funds alongside actively managed funds, with a long-term focus and a view toward downside risk in recessions and bear markets.
The team starts by learning about each client's financial situation before exploring investments, and can review an existing portfolio or discuss new strategies. Initial conversations are complimentary and confidential, and the office is at 315 E. Eisenhower Parkway in Ann Arbor. The practice is separately owned and operated and offers its securities through Raymond James Financial Services.

Fee-only financial planning and investment management


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Investment management with a long-term, steady approach
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