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Boardwalk Financial Strategies

Boardwalk Financial Strategies Revenue

Investment ManagementFlag of US128 Cottonwood Ave, Hartland, United States1-10 Employees

$

Boardwalk Financial Strategies revenue & valuation

Annual revenue$513,330
Revenue per employee$86,000
Estimated valuation?$1,700,000
Total fundingNo funding

Key Contact at Boardwalk Financial Strategies

Flag of US

Michael Rodenbaugh

Founder

Company overview

Headquarters128 Cottonwood Ave, Hartland, Wisconsin 53029, US
Phone number+12625632080
Website
NAICS5231
SIC628
Founded2012
Employees1-10
Socials

Boardwalk Financial Strategies Email Formats

Boardwalk Financial Strategies uses 2 email formats. The most common is {first initial} (e.g., j@boardwalk-fs.com), used 75% of the time.

FormatExamplePercentage
{first initial}
j@boardwalk-fs.com
75%
{first name}
john@boardwalk-fs.com
25%

About Boardwalk Financial Strategies

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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager
Entry
Founder/Owner

Employees by Department

Boardwalk Financial Strategies has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Boardwalk Financial Strategies has never raised funding before.

Boardwalk Financial Strategies Tech Stack

Discover the technologies and tools that power Boardwalk Financial Strategies's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Underscore.js

Underscore.js

JavaScript libraries

WPForms

WPForms

Form builders

Swiper

Swiper

JavaScript libraries

Animate.css

Animate.css

UI frameworks

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Genesis theme

Genesis theme

WordPress themes

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Frequently asked questions

Boardwalk Financial Strategies is located in 128 Cottonwood Ave, Hartland, US.
You can reach Boardwalk Financial Strategies at +12625632080.
Boardwalk Financial Strategies generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.
Boardwalk Financial Strategies has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Boardwalk Financial Strategies was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.
Boardwalk Financial Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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