Boulay’s newly promoted partners were honored with a celebratory dinner at CōV Wayzata this week! Tom Johnson, Managing Partner, Jay R. Brown, CFP®, BFA President, and several Boulay Board Members joined the celebration and it was a special night for all. We’re thrilled to welcome these six exceptional leaders into our partner group and we look forward to their continued growth and contributions at the firm!
Boulay
Accounting
Eden Prairie, Minnesota 5,865 followers
Helping You Get There
Über uns
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201 Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting.
- Website
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http://www.BoulayGroup.com
External link for Boulay
- Industrie
- Accounting
- Größe des Unternehmens
- 201-500 Mitarbeiter
- Hauptsitz
- Eden Prairie, Minnesota
- Typ
- Partnership
- Gegründet
- 1934
- Spezialitäten
- Assurance, Tax, Employee Benefits, Accounting Advisory, Consulting, Business Valuation, Mergers and Acquisition, SEC, Estate and Trust, ESOP, Wealth Management, Business Succession, SOC 2, Technology Risk Advisory, and Transaction Advisory
Standorte
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Primäre
11095 Viking Dr
Suite 500
Eden Prairie, Minnesota 55344, US
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2180 Immokalee Rd.
Suite 308
Naples, Florida 34110, US
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901 Marquette Avenue
#601
Minneapolis, MN 55402, US
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124 E Walnut St
Suite 310
Mankato, Minnesota 56001, US
Employees at Boulay
Aktualisierungen
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We’ve been enjoying the Summer 2024 Olympics here at Boulay! On Monday, our B-Together team hosted an Olympic viewing party at the Eden Prairie office, complete with Team USA-themed snacks. We also had cupcakes representing countries across the world, though most of the Boulay Team was repping red, white and blue to support Team USA!
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Investing wisely is just one piece of the puzzle. Understanding asset location strategies gives you the opportunity to optimize your portfolio for tax efficiency and boost your returns. In this article, Nathan Faith, CFP®, Partner, and Zach Haire, Wealth Management Associate, share insights on the potential impacts of asset allocation on personal financial planning.
Save More, Earn More: The Benefits of Asset Location - boulaygroup.com
https://boulaygroup.com
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The Bureau of Labor Statistics reported today that Personal Consumption Expenditure (PCE)—which measures U.S. consumers’ spending on goods and services within their household—has increased by 2.5% year-over-year. This consistent increase in U.S. household spending—which is another gauge of inflation—will help the Federal Reserve determine interest rates when they meet next week.
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July 26 is National Disability Independence Day, which commemorates the signing of the Americans with Disabilities Act (ADA) into law in 1990. The ADA has profoundly impacted the lives of many by breaking down barriers and ensuring access that was once out of reach. While we’ve made significant progress, our journey toward full disability inclusion continues. Recently, the Boulay team enjoyed a powerful presentation from Brittanie Hernandez-Wilson, Director of Equity and Justice at The Arc Minnesota who discussed ways to reframe our language to be more inclusive of the disability community. We’re grateful for the insights and resources she provided to support our continued growth!
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Effective estate and trust planning can help you preserve your legacy, maintain family harmony and support philanthropic goals. Here, Emily Blackburn, J.D., CPA, Partner, shares essential steps to proper estate and business succession planning for small business owners.
Estate Planning and Business Succession for Small Business Owners - boulaygroup.com
https://boulaygroup.com
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Our Rising Early Professionals (REP) group gathered at Game Show Battle Rooms yesterday for some friendly competition! With a variety of games and lots of laughter, everyone had a great time. Shoutout to the blue team for taking home the win!
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Last week, we celebrated our Summer 2024 Intern class on a Lady of the Lake boat cruise! It was a beautiful afternoon on Lake Minnetonka, spent socializing and celebrating the hard work of our interns. We’re proud of our Audit, Tax, Risk Advisory and Wealth Management interns and their contributions and accomplishments this summer. Thank you for all that you do!
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