Partnering together to make crucial financial decisions
As an individual who has accumulated considerable wealth, you have many responsibilities, as well as opportunities. Our team helps you plan and execute strategies to successfully accomplish your financial goals.
How We Help You Get There
Wealth Management Team
Andy Christians
Carrie Cecere
Elizabeth Little
Isaac McGraw
Jaeden Stovall
Katie Meek
Kelly Runions
Lindsay Strand
Mary Wintroath
Tedie Fahey
Will Addler
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.
Latest Insights
401(k) Fees: What’s Reasonable? A CFO’s Guide to Benchmarking Costs in Mid-Market and Large Companies
Key Takeaways for CFOsReasonable 401(k) fees depend on both cost and service value.Fee benchmarking supports fiduciary responsibilities and stronger governance.Growing plans often create opportunities to negotiate for lower costs.Hidden expenses, including revenue-sharing arrangements and embedded…
Second Quarter 2026 Market Perspective
Greetings, and Happy Birthday, America!As Americans, it is easy to take our freedoms for granted. We may complain that government is too big, does too much in some areas, and too little in others. Nonetheless,…
Helping Aging Parents with Finances: What Adult Children Need to Know
Key TakeawaysStart the conversation before a crisis forces it. Waiting until a health event narrows your options significantly.Some legal documents must be established while your parent still has capacity; they cannot be put in place…
Inflation & Long-Term Retirement Planning: Why Your Strategy Must Account for Rising Costs
Download PDF Key TakeawaysInflation gradually erodes purchasing power, making it one of the most critical and underestimated factors in retirement planning.Retirement income strategies must account for future spending increases, not just current expenses.Even moderate inflation…
Watch Now: Navigating Today’s Markets with Charles Schwab’s Kevin Gordon
What's really driving the markets right now — and what should investors be paying attention to? Watch Michael Johnson, Boulay Wealth portfolio manager, and Kevin Gordon, head of Macro Research and Strategy at the Schwab…
Webinar: Navigating Today’s Markets with Charles Schwab’s Kevin Gordon
What's really driving the markets right now — and what should investors be paying attention to?Join Boulay Wealth and Kevin Gordon, head of Macro Research and Strategy at the Schwab Center for Financial Research, for…
Get Connected
To learn more about how we can help, contact us by phone at 952.893.9320 or email us.