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Financial Planning & Wealth Management

For Individuals and Businesses in Ann Arbor, MI & Beyond

At Boardwalk Wealth Management, we strive to act as your partner in planning as you organize and enhance your financial picture. As someone with unique goals, you require personalization in terms of managing your money - which is where we come in.

Here’s How We Help:

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Upon getting to know you, we want to help ease your concerns by putting you on the right financial track.

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As a fee-only advisor, we abide by a fiduciary duty to do what is right for you and your loved ones.

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Adapt To

Your Needs

If you’re unable to come to us, our team is happy to meet with you wherever, and whenever, works best for you.

Our Goal Is to Act as an Advisor and an Educator

  • Achieve the goals you have in mind
  • Understand the details of your finances
  • Feel empowered to take control of your next steps

Interested in Learning More?

See if We’re Right for You