Boardwalk Wealth Management – Financial Advising

Boardwalk Wealth Management - Financial Advising is a financial planner in Ann Arbor, Michigan. The firm provides personalized planning, investment management, and financial confidence to individuals, families, and business owners both locally and virtually nationwide. Their services include 401k and retirement transitions, inheritance and wealth transitions, tax-aware financial planning, and ongoing financial strategy. The firm maintains a 4.90 rating.

As a fee-only, independent fiduciary, the firm focuses on delivering solutions constructed in the best interest of the client. The approach emphasizes client education and empowering individuals to understand the drivers behind their financial decisions. Led by founder Fadi Issa, the team manages portfolios and assists with complex transitions, such as evaluating 401k rollover options or creating plans for inherited assets. The firm strives to align a client's financial picture with their personal life goals and long-term sustainability.

The office is located on E Huron St in Ann Arbor, situated near Ann Arbor City Hall and the Ann Arbor Police Department. The location is also a short distance from the Ann Arbor Fire Department Station One and the intersection of North Fifth Avenue and South Fifth Avenue.

The business maintains well-documented information online, ensuring their details are easily accessible. Their digital presence is well-optimized, allowing for clear and easy discovery by those seeking financial expertise.

Boardwalk Wealth Management provides dedicated, personalized investment management and retirement planning for the Ann Arbor community and beyond.