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Boulevard Money
Boulevard Money is an independent, fee-only registered investment advisor working with a select number of high-earning mid-career professionals.
Boulevard Money
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
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.
How does Boulevard Money source proprietary deal flow?
Boulevard Money's deal-sourcing model is undisclosed. Without a public website, LinkedIn presence, or media coverage, the firm's sourcing strategy—whether through direct relationships, placement agents, or co-investment networks—cannot be verified.
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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