Boulay

Boulay Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. and ValMark Advisers, Inc.

Boulay helps individuals and businesses achieve financial success by protecting your business, building wealth and securing your future through integrated accounting, audit, tax, wealth management and consulting expertise. 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 ot

her 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. Prime Global is not affiliated with ValMark Securities, 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.

Yesterday afternoon, we celebrated the retirements of Tom Johnson, Managing Partner, and Rich Lehman, Assurance Partner....
05/28/2026

Yesterday afternoon, we celebrated the retirements of Tom Johnson, Managing Partner, and Rich Lehman, Assurance Partner. We are incredibly grateful for their years of leadership, hard work, and dedication to Boulay and our clients. Please join us in wishing Tom and Rich all the best as they begin this exciting next chapter!

Earlier this week, women on the Boulay Wealth team took a swing at sharpening their golf skills! The group gathered at H...
05/28/2026

Earlier this week, women on the Boulay Wealth team took a swing at sharpening their golf skills! The group gathered at Halla Greens to learn the fundamentals of golf in a welcoming environment. It was a great opportunity to spend time together and build more confidence on the course!

Pooled Employer Plans (PEPs) are helping employers simplify retirement plan management while creating opportunities for ...
05/27/2026

Pooled Employer Plans (PEPs) are helping employers simplify retirement plan management while creating opportunities for greater efficiency and shared support. With the right structure in place, employers can streamline administration and better manage plan responsibilities.

Understanding the compliance and fiduciary considerations behind PEPs remains an important part of evaluating whether they’re the right fit for your organization.

Meghan Hannon, CPFA®, CRPS® explores key considerations in our latest article. Read more here: https://boulaygroup.com/understanding-pooled-employer-plans-compliance-fiduciary-duties-for-employers/

Landon Adolphson-Fulsom, Risk Advisory Senior Manager, has successfully earned his Master of Business Administration (MB...
05/26/2026

Landon Adolphson-Fulsom, Risk Advisory Senior Manager, has successfully earned his Master of Business Administration (MBA) degree from the University of Illinois Urbana-Champaign! Congratulations Landon!

05/26/2026

Scott Nelson, CFA®, CFP®, Senior Wealth Manager, shares an update on Boulay's portfolio management strategy for the second quarter of 2026. In this video, Scott discusses the commodity super cycle and what it means for diversification. Watch to learn how Boulay is responding to today's commodity trends in client portfolios.

You can also view this video and transcript on our website: https://boulaygroup.com/portfolio-insights-second-quarter-2026/

Will Addler recently joined the Boulay Wealth team as a Client Relationship Associate. He recently graduated from the Un...
05/20/2026

Will Addler recently joined the Boulay Wealth team as a Client Relationship Associate. He recently graduated from the University of Northwestern with a degree in Business Administration and brings experience in operations management, client service and business efficiency.

In his free time, Will enjoys golfing, playing pickleball and watching hockey and football. We are pleased to welcome Will to the Boulay team!

05/20/2026

05/19/2026

The right risk advisory partner can help your organization strengthen security, build trust, and stay ahead of emerging challenges.

In the latest episode of the B Secure Podcast, the team unpacks the fallout from Delve and what it means for third-party risk management, SOC 2 reporting, and building stronger assurance programs.

Listen to the full episode here: https://boulaygroup.com/b-secure-podcast-episode-3-breaking-down-the-delve-scandal-compliance-automation-soc-2-integrity-third-party-risk-exposure/

We are excited to welcome our Summer Wealth Management Interns! We look forward to having you be part of the Boulay Team...
05/19/2026

We are excited to welcome our Summer Wealth Management Interns! We look forward to having you be part of the Boulay Team!

Address

11095 Viking Drive, Suite 500
Eden Prairie, MN
55344

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(952) 893-9320

Website

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