Boulay

At Boulay, we're more than just a financial services firm. We're a team of dedicated professionals committed to helping individuals, businesses, and public organizations achieve their financial goals. With a rich history spanning over 85 years, we've built a reputation for providing personalized, expert advice that empowers our clients to make informed decisions about their financial futures.

Our Story

Since 1934, we've been committed to delivering exceptional service to our clients. Our legacy is built on a foundation of trust, teamwork, and a relentless pursuit of excellence. Today, we're proud to be one of the largest and most respected firms in the region, with a team of over 300 professionals and four office locations. Our growth is a testament to the trust our clients have placed in us, and we remain dedicated to earning that trust every day.

Our Services

At Boulay, we offer a comprehensive range of financial services designed to meet the unique needs of our clients. From accounting and assurance to wealth management and estate planning, our team of experts provides personalized guidance and support every step of the way. Our services include:

• Accounting and advisory services, including accounting clarity, assurance, and auditing
• Business consulting services, including business succession, business valuation, and divorce financial services
• Employee benefits and retirement plans, including ESOP services and employer retirement plans
• Estate and trust services, including estate planning, legacy planning, and private family office services
• Public company (SEC) services, including risk advisory, SOC reporting, and Microsoft SSPA attestations
• Tax preparation and planning services, including business tax advisory, state and local tax (SALT) services, and transaction advisory
• Wealth management services, including personal financial planning, investment management, and family wealth planning

Our Commitment

At Boulay, we're committed to delivering exceptional service, building long-term relationships, and providing personalized guidance that helps our clients achieve their financial goals. We believe in the importance of community involvement, diversity, equity, and inclusion, and we're dedicated to making a positive impact in the communities we serve.