AboveBoard Financial is an independent insurance brokerage specializing in life, disability, and long-term care insurance. We work with individuals, families, business owners, executive teams and financial advisors to develop insurance strategies that align with broader financial goals.

We support clients across a range of needs, including:
- Individuals, families, business owners and executives who are seeking protection and long-term security
- Private clients navigating complex needs related to estate planning, wealth transfer, and tax efficiency
- Financial advisors looking for a thoughtful insurance partner who shares their commitment to high-quality, client-first advice

Our approach is shaped by institutional-grade analytics and real financial expertise—rooted in our founder’s background as an investment banker and hedge fund investor at Goldman Sachs. We craft insurance strategies with clarity and precision, focused on long-term alignment with our clients.

AboveBoard Financial

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