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RIA · CRD 316466State-Registered Investment Adviser

Updated:

Boulevard Money

Boulevard Money is an independent, fee-only registered investment advisor working with a select number of high-earning mid-career professionals.

Overview

Boulevard Money is an independent, fee-only registered investment advisor working with a select number of high-earning mid-career professionals. The firm helps clients transform their peak earning years into long-lasting financial security and independence through fiduciary financial planning and investment management. Client accounts are held through Charles Schwab & Co. There are no products or commissions—only client-centric advice.

General information

Firm type

RIA

Location

City

Nashville

Principals

W. Michael Jones

Sector focus

Private EquityVenture CapitalReal Estate

Frequently asked questions

Who runs investment decisions at Boulevard Money?

No investment decision-makers have been publicly named for Boulevard Money. The firm has no disclosed CEO, CIO, or managing principal in public records or media coverage.

Does Boulevard Money participate in fund commitments or only direct deals?

Boulevard Money's investment structure—whether fund commitments, direct deals, or SPVs—is not publicly documented. The firm's involvement in any specific transactions has not been reported.

What is Boulevard Money's known posture on co-investments alongside external GPs?

Boulevard Money's co-investment posture is undisclosed. The firm has no public record of co-investing with named GPs or participating in syndicated transactions.

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