Wealth Management Industries Resources Careers Find an Advisor About Us Contact Us Client Payment Login HELPING YOU GET THERE OUR SERVICES FIND AN ADVISOR Ask a question TRUSTED FINANCIAL ADVISORS SINCE 1934 We focus on understanding your business to model scenarios and make personalized recommendations. About Us GIVING CLIENTS CONFIDENCE At Boulay, our seasoned experts work closely with individuals, businesses, and public organizations to provide the most in-depth accounting, audit, tax, and financial consulting in the industry. View All Services ACCOUNTING ADVISORY Learn more ACCOUNTING CLARITY Learn more ASSURANCE Learn more BUSINESS CONSULTING Learn more EMPLOYEE BENEFITS Learn more ESOP Learn more ESTATE AND TRUST Learn more PUBLIC COMPANY (SEC) Learn more RISK ADVISORY Learn more TAX Learn more TRANSACTION ADVISORY Learn more WEALTH MANAGEMENT Learn more WEALTH MANAGEMENT We combine our expertise in investment management and tax optimization with our wealth management services to answer key questions from our clients, so they can achieve their unique goals. PERSONAL FINANCIAL PLANNING Learn more INVESTMENT MANAGEMENT Learn more FAMILY PLANNING Learn more EMPLOYER RETIREMENT PLANS Learn more 220 Employees 107 CPAs 3 Locations LATEST INSIGHTS FROM THE INDUSTRY View more insights November 24, 2021 A Brief History: ESOPs & Employee Ownership Many people are surprised to discover the numerous benefits that Employee Stock Ownership Plans (ESOPs) provide to both employees and business owners, including the alignment of worker and owner incentives, increased job stability and workplace productivity, sound exit strategies for retiring business owners, and a way to close the gap for wage and wealth inequity. … Read Full Post SUBSCRIBE TO OUR NEWSLETTER SUBSCRIBE NOW CONTACT Eden Prairie, MN Minneapolis, MN (952)893-9320 Naples, FL (239)325-1100 COMPANY About Us Services Industries Knowledge News & Events Careers Contact Us Secure File Transfer Disclaimer Privacy Policy Peer Review Report ADV Document Form CRS Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021 Boulay | All rights reserved. FINRA BROKER CHECK