Boulay Wealth is proud to announce that Chad Carlson, CPA, was recently named a partner with the firm.
Chad joined Boulay Wealth in 2000 and serves as the Chief Investment Officer, leading the firm’s portfolio management team. He is responsible for planning and directing all aspects of Boulay Wealth’s investment process, including due diligence and portfolio allocation decisions. Chad leads the investment committee, monitors market conditions, communicates key updates and committee decisions to the Boulay Wealth Advisory Group and clients, and oversees day-to-day investment activities and performance reporting. He also continually refines departmental processes to enhance productivity and efficiency.
In his client-facing role, Chad provides investment advice as an Investment Advisor Representative of Boulay Wealth and a Registered Representative of ValMark Securities, Inc. He works with clients across a broad range of financial services, including investments, money management, estate planning, income tax planning, and risk and debt management. Chad specializes in helping clients manage their finances according to their individual needs and comfort levels while guiding them toward defining and achieving their financial goals.
Chad holds a bachelor’s degree in accounting from the University of Northwestern—St. Paul, is a Certified Public Accountant and is Series 66 Registered. He is actively involved in the Minnesota Society of Certified Public Accountants, the American Institute of Certified Public Accountants and is a member of the Chartered Market Technician (CMT) Association. Chad resides in Edina, Minnesota.
About Boulay Wealth
Boulay Wealth works with individuals, families and business owners to help assure their financial success. Our focus is to build your wealth and secure your future by partnering with you and integrating our depth of experience in financial planning, investment management, tax, legacy planning and estate and trust services designed to “help you get there”.
Today, our team consists of more than 70 team members dedicated to providing personalized wealth management solutions. We’re headquartered in Minnesota but serve clients across the country.
We’ve experienced steady growth and are proud to be recognized among the best in our industry. In 2025, we were named on the Forbes Top RIA Firms list, a reflection of our commitment to excellence and the trust our clients place in us.
Boulay Wealth is a core pillar of Boulay PLLP, a full-service accounting, audit, tax, wealth management and business consulting firm with more than 300 team members—including 49 partners and over 100 Certified Public Accountants. As a proudly independent and locally owned firm, we remain committed to prioritizing the well-being of our clients, team members and community. This autonomy allows us to provide objective advice and customized solutions for our clients, fostering stronger relationships built on trust and accountability. For our team members, we’ve cultivated a workplace culture rooted in collaboration, stability, integrity and purpose—where every team member has a voice in shaping our future. Most importantly, our independence allows us to reinvest directly into local causes and charitable efforts that reflect our values, strengthening the fabric of the communities we serve.