Financial advisor · Ann Arbor, MI
Boardwalk Wealth Management
Fee-only financial planning and investment management
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Fee-only financial planning, wealth management and tax services7234 2750 Carpenter Road Suite 7, Ann Arbor, MI
Timothy Roberts & Associates is an independent wealth management firm serving individuals and businesses across Michigan. Its work centers on fiduciary financial planning, retirement planning, investment management and tax planning, with business accounting, consulting and CFO services for companies. The firm says its team brings more than 30 years of financial management experience.
New clients can request a free consultation to talk through their goals before any plan is drawn up. The advisors are fee-only, a structure the firm highlights in how it works with clients. The office is in Ann Arbor, and the firm lists service areas across southeast and central Michigan, including Detroit, Lansing, Troy and Plymouth.
Fee-only financial planning and investment management
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Investment management with a long-term, steady approach
Listing your business here is free. Featured is $49 a month: