Boulay’s personal financial planners in Eden Prairie are conveniently located at the corner of I-494 and Prairie Center Drive. Our team of certified professionals in Eden Prairie is ready to help you pursue your financial goals.
Personal financial planning requires a comprehensive approach when addressing multi-faceted and often interconnected personal financial decisions. Boulay’s personal wealth management services aim to achieve this approach with holistic and integrated tax, estate and wealth advice that simplifies the financial complexities of life. From retirement and tax planning to charitable giving and planning for large, unexpected expenses, we know the personal wealth management process is better managed with an experienced private wealth management team at your side.
Our personal wealth management services in Eden Prairie include an intimate and discreet WealthNAV™ Experience to financial planning. Your financial advisor and team are committed to understanding your current situation, goals and desires and what you value most to help design your financial plan.
Our clients need sound advice for personal wealth management services in Eden Prairie across numerous financial disciplines. We believe a team-based and collaborative style fosters the diligent utilization of our collective wisdom. Our clients value this team-based and client-first approach, which integrates and simplifies advice across their multiple financial matters. Boulay anticipates your needs because we understand your goals and manage your portfolio centered on those objectives. The result—time! Time to focus your energy on maximizing your happiness, enjoying time with family, friends and pursuing interests that bring you joy.
Office Hours
Monday 8 – 4:30 PM
Tuesday 8 – 4:30 PM
Wednesday 8 – 4:30 PM
Thursday 8 – 4:30 PM
Friday 8 – 4:30 PM
How we help you get there
Whether you’re a business owner, executive, entrepreneur or wealthy family, our personal wealth management services are designed to look at your total picture while minimizing taxes and delivering a value-based financial plan.
Working with Boulay, we create personal financial plans that consider:
- Budgeting
- Major purchases
- Education planning
- Retirement
- Tax Strategies
- Estate review
start your success journey
Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. We explore what you value—your interests, hopes and goals to develop a personalized wealth and tax strategy plan. With ongoing evaluation, we help you visualize where you want to be in the future, helping you create clarity and an enduring legacy that passes on your values and wealth. We are committed to giving you the absolute confidence that comes from working jointly with wealth management advisors who identify solutions designed for your best interests.
Wealth Management Team
Andy Christians
Carrie Cecere
Darlene Morton
Elizabeth Little
Julie Coyne
Katie Meek
Kelly Runions
Laura Boyd
Lindsay Strand
Mary Wintroath
Matthew Heilmer
Tedie Fahey
Tim Rockford
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Talk to an personal financial advisor in eden prairie
Our advisors are ready to help you set and reach your personal wealth management goals. We focus on understanding your desires to model scenarios and make customized recommendations. Request a meeting to speak with one of our experienced advisors about our personal wealth management services.