Certified Financial Planner & Investment Advisor
Our firm, Boden and Associates, focuses on helping both individuals and business owners to achieve wealth and tax effective planning. Our team creates plans for clients in all stages of wealth accumulation as well as future income planning. Our vast range of knowledge and hardworking team of women are here to provide you with guidance and honest advice tailored to your unique financial situation.
“Define success in your own terms, achieve it by your own rules, and build a life you’re proud to live.”
- Anne Sweeney, Co-Chair of Disney Media Networks
Who We Serve
Our Team
Financial Advisor
Financial Advisor
Financial Administrative Assistant
We help build, manage, preserve and transition wealth for anyone!
Financial Updates
A clear understanding of what wealth looks like to you may help you build a financial strategy.
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.