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.