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 recently authored "The Physicians Financial Checkup" to help medical professionals manage their finances effectively. This book helps professionals in navigating debt, savings, and achieving financial goals. I can’t wait to help you achieve your financial goals.
Northern Kentucky
“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.”
Brent’s published work
Market Updates & Economic Outlook
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How can I help?
Succession Planning
Financial Planning & Analysis
Tax Optimization
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.
Debt Management
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.
Monthly recaps on financial markets. Stay in the loop with Brent.
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™.
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.
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.