BOARDWALK FINANCIAL STRATEGIES LLC

Overview

Boardwalk Financial Strategies LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs a fee model that combines a percentage-of-AUM charge with hourly planning fees and positions itself as an advisor-led practice rather than a capital allocator or multi-state institutional consultant. Investment activity is concentrated in publicly traded pooled vehicles, and the firm does not identify as an active ESG investor. Its advisory scope is straightforward: holistic planning and portfolio oversight for private clients, with portfolios managed largely on a discretionary basis.

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Location & Offices