We created Bouchard Wealth Advisors to break-away from a traditional, large money management firm.
The Bouchard's have a long track record of helping clients
achieve their dreams in retirement, transitioning
wealth, and planning their legacy and those
of their children into the future.
Our clients can be confident that our advice is completely objective and free from conflicts of interest.
The majority of our clients are located in and around the Washington DC Metropolitan. We also work with clients in other states.
A Completely Personalized Approach to Wealth Management
When you become a client of Bouchard Wealth Advisors, you receive an Objective, Personalized and Comprehensive approach to helping you achieve your dreams in retirement, transitioning wealth, and planning your legacy as well as the legacy of your heirs into the future.
Personalized Solutions
We appreciate the variety of needs your complex financial life requires and we welcome the challenge of developing a unique approach that is right for you.
We don’t have pre-packaged investment portfolio models or target allocations. Instead, we create your portfolio from the ground up, based on your situation, your goals and your risk tolerance.
Read moreA Holistic Approach
We take a comprehensive approach to managing your financial affairs, becoming stewards of your wealth, managing and advising you on all aspects of your financial affairs: investments, insurance, risk management, estate planning, or personal property.
Read moreUnbiased Objective Advice
Clients come to us for our unbiased guidance and strategies, based on our decades of combined experience in helping individuals achieve their wealth management goals. We are able to achieve this with the kind of value, creativity and objective counsel that truly places your best interests first.
Read moreMeet Our Team
John and Saundra Bouchard founded Bouchard Wealth Advisors, LLC in 2010. We are committed to offering clients objective investment advice, access to best-in-class investment products and services, and individually designed and managed portfolios – all of which provides an unparalleled unique client experience.
