Brent Boden, CFP®, ChFC®, APMA®

Hi there I’m Brent, I provide holistic financial guidance, covering budgeting, debt management, saving, investing, tax-saving strategies, and estate planning.

I focus on empowering my clients. I help medical professionals manage their finances effectively while navigating debt, and savings, and achieving financial goals. I can’t wait to help you achieve your financial goals.

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Northern Kentucky

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How BRENT works with clients
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 “I like to leave no stone uncovered and look at the full financial picture of my clients to help them make the best financial decisions for themselves.”

Learn more about Brent

How can I help?

Succession Planning

ESTABLISH YOUR BUSINESS SUCCESSION PLAN
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.

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Financial Planning & Analysis

Take control of your financial future
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN

We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.

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Debt Management

HELPING ACHIEVE FINANCIAL STABILITY
Effective debt management involves implementing strategies to handle financial obligations responsibly, improving credit scores, and helping to achieve financial stability. We help you be proactive which helps lead to long-term financial success.
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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Brent.

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Get to know Brent

Brent is passionate about helping clients align their financial goals and aspirations with the right strategies to plan for the future and potential roadblocks. Brent enjoys building existing and creating new relationships with his clients and bringing years of experience in analyzing and developing financial planning forecasts with actionable plans to guide clients in wealth management including retirement, investments, risk management, lending, banking, business, and multi-generational planning. Using an educational approach, he encourages clients to ask questions as we work together to design a plan for their financial future.

Brent has over 15 years of Financial Advising experience with medical professionals and business owners. After graduating from the University of Kentucky with a Bachelor of Arts in Political Science, he later completed an Executive MBA, he also completed many financial industry designations including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Accredited Portfolio Manager AdvisorSM, and Behavioral Finance Advisor™.

Connect with Brent:

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CONNECT WITH BRent

Book a 30-minute introductory call with Brent.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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