Since our founding, Boardman Wealth Planning has worked tirelessly to provide a service representing the highest level of integrity in the industry. As an independent, locally owned firm, we have access to institutional research and investments, while providing the flexibility and exceptional personalized service of a locally owned business.
Through our continued commitment to serve as our clients' financial advocate and Personal CFO, we strive to develop, implement, and continually monitor an individualized plan where wealth meets purpose. Our Wealth Plan Experience incorporates top-of-the-line technology, innovative financial planning techniques, and objective, practical investment advice.
We welcome you to our firm and encourage you to explore our Wealth Plan Experience and learn more about our comprehensive, Personalized CFO services.