Aboveboard Wealth Management, LLC

Overview

Aboveboard Wealth Management, LLC is a small advisory firm organized as a limited liability company that focuses on financial planning and portfolio management for individual investors and small businesses. The firm operates on a fixed-fee model and lists an affiliation with an insurance company, which may influence product access or distribution relationships. It does not identify as an ESG-focused manager, does not act as a capital allocator, and is not registered or positioned as a multi-state advisory platform. Service emphasis is on fee-based planning and discretionary or non-discretionary portfolio management for retail and small-business clients. Where the firm sources specialized exposures, it relies on third-party managers rather than running in-house private fund programs.

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Location & Offices