Boulevard Wealth Management of Bloomington

Boulevard Wealth Management of Bloomington is a wealth management firm in Bloomington, MN. The firm provides certified financial planners to serve clients in Bloomington and the surrounding areas. They specialize in variable compensation planning for commission-based professionals, such as real estate brokers and developers, as well as optimizing equity compensation for high-income executives.

The firm operates with a fiduciary approach and a team-based methodology to address client goals. Originally established as an Eden Prairie-based firm, the practice has been developing cohesive financial plans for years. Their services focus on helping clients achieve financial independence and managing resources to maintain independence and secure a legacy. The team utilizes a faith-based approach to stewardship and offers a guarantee to organize, simplify, and clarify a client's financial life or they will refund the planning fee.

Boulevard Wealth Management of Bloomington is known for its commitment to the highest standards of ethics and transparency. The firm has adhered to a fiduciary standard since its inception in 2010. With a 5.00 rating from a large number of reviews, the practice is recognized for its dedication to professional excellence and its specialized expertise in navigating complex financial landscapes.

The firm provides dedicated financial stewardship and specialized planning services to the Bloomington community.