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

We help build, manage, preserve and transition wealth for anyone!

Financial Updates

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.