Fadi Issa
AAMS®
Boardwalk Wealth Management, LLC
Financial Advisor
Fadi Issa
AAMS®
Boardwalk Wealth Management, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Fadi Issa, AAMS®
Fee-Only financial planner located in Ann Arbor, MI, serving clients locally and across the country
Fadi Issa is an Ann Arbor, MI fee-only financial advisor serving clients locally and across the country. Boardwalk Wealth Management, LLC provides comprehensive financial planning and portfolio management to help high networth individuals, families and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Fadi Issa is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Fadi Issa is the Founder and Financial Advisor at Boardwalk Wealth Management located in Ann Arbor, MI.
Above all else, my passion for financial planning stems from empowering individuals to take control of their financial lives. Giving clients peace of mind when it comes to navigating their financial picture is something that motivates me to develop unique and personalized plans in their best interest. More importantly, I always put my client’s goals, dreams and passions at the forefront when it comes to financial planning.
Being able to help individuals, families and business owners not only manage wealth but maintain it with the hopes of creating generational wealth is why I do what I do. One of the reasons I began a fee-only firm was to provide clients with solutions built in their best interest - always. My experience at companies such as Merrill Lynch has helped me develop a breadth of industry knowledge that I apply when working with individuals on a personal level.
As the founder of Boardwalk Wealth management, I regularly meet with clients, rebalance their portfolios and offer 24/7 access to address their questions and concerns either in-person or virtually. I believe regular communication and ongoing education are key in providing long-term guidance to my clients.
Education, Designations & Registrations
I earned my bachelor’s degree from the University of Michigan and went on to earn my master’s degree from Wake Forest University.
I currently have my FINRA Series 7 and 66 registrations and am an Accredited Asset Management Specialist (AAMS).
Outside of the Office
When I’m not behind the desk or connecting with clients, I spend a great deal of time with my family. I also enjoy basketball and watching Michigan football.
Boardwalk Wealth Management provides financial planning & wealth management for individuals and businesses in Ann Arbor, MI & beyond.
The foundation of Boardwalk Wealth Management lies in true dedication to our clients and determining what their wealth means to them. As a fee-only financial advisor, we consistently deliver solutions that are constructed in your best interest - not those of anyone else.
For this reason, we are passionate about educating (not simply informing) you about the status of your finances and how to make impactful decisions. As such, you can expect the following from our relationship:
Aligning your financial picture with what matters most in your life.
From your family to your career, the details are important.
Empowering you to know and understand what drives your financial decisions.
Education is key to making long-term, beneficial determinations.
Taking care of the complexities.
Our team looks forward to managing your portfolio on your behalf.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Fadi Issa is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Fadi Issa is an Accredited Asset Management SpecialistFinancial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Contact Fadi Issa
Office Locations:
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2900 Golfside Rd
Ann Arbor, MI 48108
