Boulay Wealth is proud to announce that Matthew Delaney, CFP®, CEPA, was recently named a partner with the firm.
Matt joined Boulay Wealth in 2023 and has spent more than a decade guiding business owners, corporate executives, ultra-high-net-worth individuals and families through complex financial decisions and significant life transitions. He specializes in helping privately held business owners prepare for and execute owner transitions, whether through family succession, management buyouts or external sales, while aligning personal, financial and legacy goals. Matt holds a leadership role in Boulay’s owner transition planning practice, which brings together the firm’s integrated assurance, tax, wealth management, estate and trust, valuation and transaction advisory services. His collaborative, strategic approach helps clients navigate complexity, make informed decisions and remain focused on their families, businesses and legacy.
Matt holds bachelor’s degrees in economics and mathematics from Colby College. He is a CERTIFIED FINANCIAL PLANNER™ Professional, a Certified Exit Planning Advisor and is FINRA Series 7 registered. He is a member of the Financial Planning Association of Minnesota, the Exit Planning Institute and Children’s Minnesota Legacy Advisors, and serves on the board of the Cable Natural History Museum.
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.