"Boardman Wealth Planning, Inc. provides clients the professional advice of a Personal CFO.  Through our unique, objective, comprehensive approach, we help implement a plan where 'Wealth Meets Purpose'"

-John V. Boardman, III, CFP^®, Founder/Wealth Advisor 

As an independent firm, owned by a representative affiliated with Comprehensive Asset Management and Servicing, Inc.(“CAMAS”), Boardman Wealth Planning, Inc. maintains the resources of a large institution while also providing the flexibility and exceptional client service of a locally owned business. No longer does one have to work with a large firm to receive top-of-the-line investment and planning expertise.