Boulay Financial Advisors, LLC (BFA) is a registered investment advisory firm and the wealth management subsidiary of BHZ.
At BFA, we understand how your career and family change as you work and prosper, and our goal is to help you build, preserve and transfer wealth. BFA works closely with BHZ’s traditional tax and accounting services to provide total financial solutions that take into account your career, family, and retirement as well as your financial goals.
Our core belief focuses on long-term growth and capital preservation while reducing your tax burden. At BFA, we have no branded funds or incentives—our advice is always unbiased, and always with your best interests at heart.
Our services include
- Investment Management
- Retirement Planning
- 401(k) Investment Services
- Estate Planning
- Insurance Strategies
- Asset Preservation
Securities offered through 1st Global Capital Corp., Member FINRASIPC. Investment Advisory services offered through Investment Advisor representatives of Boulay Financial Advisors, LLC Boulay Financial Advisors, LLC is not affiliated with 1st Global Capital Corp. We currently have individuals licensed to offer securities in the states of MN, FL, IA, WI, WY, NY, CO, OR, AZ, ND, SC, GA, AL, CA, KS, MO, TX, PA and CT. This is not an offer to sell securities in any other state or jurisdiction.