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A Quick & Clear Overview of AboveBoard Financial
Founder & CEO

One of the biggest problems in the financial services industry is a lack of transparency - it is often difficult to understand how companies (and people) work and how they are paid.

Here at AboveBoard, we choose to do things differently. So here's a quick overview of what our deal is:

AboveBoard Financial Inc. publishes financial education content & tools that everyone is welcome to use. We also offer financial education events. The tools, content and advice are based on what we consider general best practices (and have been taught at Harvard Business School by our founder!).

If you want to receive personalized advice that reflects our best thinking on the specifics of your situation, work with us!

AboveBoard Insurance Services a licensed independent insurance brokerage agency. We offer life, disability and long-term care insurance. This is our primary business. We voluntarily apply a fiduciary-like standard to our insurance business, putting clients' best interests ahead of our own.

How AboveBoard Insurance Services makes money: receives commissions from the insurance carriers; nothing paid by you, the client. Commissions are just the way the industry works today - if this concerns you, we highly recommend checking out the amazing Client Stories for insurance clients on our blog; here's one of our favorites to get you started. We're proud of how we resist the misaligned incentives and serve as our clients' advocates!

We also have a secondary subsidiary, a fiduciary investment advisor. Fiduciary means we have a legal obligation to put your best interests first, ahead of our own. We apply this approach to our insurance advice, and felt it was important to have the ability to do fee-only advice in the context of delivering ethical insurance advice. If you are looking for a full-service investment advisor or financial planner, we are not that. But we would be happy to refer you to one of the many fiduciary financial advisors we help meet their clients' insurance needs. We only partner with advisors who follow the same high standards of ethics and excellence that we do!

Wallis is the Founder & CEO of AboveBoard Financial, a company reinventing investment advice and insurance with revolutionary transparency and honesty. Wallis spent over 10 years at Goldman Sachs as an investment banker and hedge fund investor in financial institutions. She founded AboveBoard to cut through the BS and present important choices with clarity and compassion. Wallis lives in New York City with her husband and two young children.

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