Boardwalk Financial Strategies LLC
Investment ManagementWisconsin, United States2-10 Employees
Boardwalk Financial Strategies delivers a unique combination of wealth management services for families, individuals, and business owners with $1+ million in investable assets. Through integrated financial planning, conflict?free advice, and high?touch service, Boardwalk simplifies the complex and provides peace of mind.
Boardwalk Financial Strategies was founded in 2012 by Michael Rodenbaugh. Mike realized there was a real need for individuals with $1+ million of assets to have access to quality advice and investments with no conflicts of interest, a transparent fee arrangement, and no sales pressure. As a Registered Investment Adviser (RIA), Boardwalk Financial Strategies is held to a fiduciary standard of care which requires us to act in the best interest of our clients at all times. The firm is free from the conflicts of interest that plague the industry and that might incent an investment adviser—consciously or unconsciously—to render advice that is not in the best interest of clients.
Boardwalk Financial Strategies delivers comprehensive financial planning services and institutional quality investment strategies with a highly personal touch. Backed by the depth of knowledge gained from years of experience working with wealthy individuals and the pursuit of highly regarded financial certifications, the firm stands ready to make a positive impact on your life. We will work with you to build your path towards financial success.
“I am committed to helping my clients reach their financial and lifestyle goals, and I am passionate about the educational component of wealth management. I want my clients to understand exactly what is going on in their financial world, and to be comfortable and confident that the decisions we are making are leading them to reach their goals."
-Mike Rodenbaugh
1-888-653-2347 
support@leadiq.com 
