Boardwalk Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. Our clients say that we provide a nice, peaceful, nonhectic environment where they feel comfortable knowing that we are focusing on what’s important to them.

What’s Important About Money…To You?

Anyone who has been concerned about their overall financial life needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our goal is to understand the importance of money in your life and then help you create a very specific, written long-term strategy that will enable you to make smart financial choices. Introducing your Personal Financial System.^TM

Affordable and Complete Enterprise Tax, Financial and Employee Benefit/Insurance Solutions

We provide a complete Wealth Management Suite for Businesses and Entrepreneurs. Our clients depend on us to understand their business objectives, design integrated Tax, Financial and Employee Benefit strategies, and render ongoing assistance and professional management.

Nick Vantine, CPA/PFS

Before organizing his own firm in 1990, Nick was a Tax Manager with the Boston office of accounting firm Price Waterhouse, serving start-ups, private and public companies, and executives and high net worth families.