Ethical. Expert. Enjoyable.
Financial advice, the way it should be.

Welcome to AboveBoard Financial.

Parents guide about us 0a6b55fbbfbf78aa9553bff9827f7345a03151839c1ad84ffb83f674be87eb30

I started AboveBoard because I believed that financial services should be done differently.

I’d been on Wall Street for more than 10 years as a banker and investor for an elite hedge fund group at Goldman Sachs covering financial institutions - I was repeatedly appalled by how often friends and colleagues were getting terrible advice from the industries I knew so well.

I understood why - financial services are rife with opacity and misaligned incentives. So I decided to follow my dream of using my expertise to offer financial services the right way - with an unwavering commitment to the highest standards of diligence, really understanding the facts and putting clients first.

Today, I am proud to say that we help people make the right choices for themselves and the people they love.

Warm Regards,
Wallis Tsai
AboveBoard - Learn more about us