Boulevard Wealth Management

Edina, Minnesota

★ 5.0 (26 reviews)
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About

Boulevard Wealth Management is a fee-based financial advisory firm founded in 2010 and headquartered in Eden Prairie, Minnesota, operating as a fiduciary across investments, insurance, tax, and estate planning. The firm serves individuals, families, business owners, and those in transition through comprehensive financial planning (charged on a flat-fee basis) and portfolio advisory services, with a $100,000 minimum for investment management that may be waived for younger professionals. Leadership includes founders with CFP and CFA credentials, plus additional credentialed partners (CLU, CASL, ChFC) brought through strategic mergers that expanded the firm's service capabilities while maintaining its client-first approach.

Specialties

Investment Management Wealth Management

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5:30PM, Tuesday: 8:30AM-5:30PM, Wednesday: 8:30AM-5:30PM, Thursday: 8:30AM-5:30PM, Friday: 8:30AM-5:30PM, Saturday: Closed
SEC registered
No

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