Announcing our College Savings Online Course - a free, interactive course (videos + live webinars) to help you figure out the right college savings strategy.

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

Welcome to AboveBoard Financial.

Parents guide about us 0a6b55fbbfbf78aa9553bff9827f7345a03151839c1ad84ffb83f674be87eb30
Message from Founder & CEO

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