Financial Advisor in Atlanta, GA
Personal Bio
For more than 30 years, I have helped individuals and institutions achieve their financial objectives in a manner that is consistent with their personal values. Impact investing is clearly the way to do well while doing some good, and not sacrificing returns along the way. I'm a Chartered Financial Analyst and run an independent Registered Investment Advisory practice -- both of which help to assure that the client's needs are paramount in all decisions.
Firm Name
Boardwalk Capital Management
Firm Bio
The Southeast's first wealth management practice that is also a Certified B Corporation. We focus on sustainable and impact investing, customizing each portfolio to the unique needs and values of the client. Experts in ESG strategies and alternative investments. We're a commission free, fee-only advisor.
Firm SEC/CRD #
www.boardwalkcm.com
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Advisor SEC/CRD #
5146402
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