Some advisors build careers. Others build impact. For more than 26 years, Brian Boehm has been doing both.
With a contract date of June 1, 2000, Brian has spent over two decades helping families, business owners, and employees understand their financial world with more clarity and confidence. What stands out most in conversation with him is not just his experience but the way he approaches people, education, and long‑term relationships.
Family First: Parenting Grown Sons in a New Season of Life
Brian’s personal story is woven deeply into the way he advises. Married to his wife, Amanda, for 26 years, he is the proud father of five sons: Logan, Parker, Myles, Lincoln, and Sawyer. Each is forging his own path in careers, school, and early adulthood.
He describes this stage of parenting with a smile. It is less hands‑on and more cheering from the sidelines. As his sons grow into independence, Brian finds himself shifting from daily guidance to being a sounding board. It mirrors the way he shows up for clients.
He also credits his long‑time colleague, Travis, as a similar sounding board in his professional life. The two have worked together for nearly a decade, balancing each other’s strengths and creating a powerful collaboration in financial education and planning.
Bringing Financial Education to the Workplace
One of Brian’s biggest passions is corporate financial education. He and Travis provide this service to companies ranging from a few dozen employees to more than a thousand.
Their philosophy is simple. Financial education should be accessible, practical, and free of barriers.
While many firms charge employers for these sessions, Brian intentionally avoids adding cost. He knows that even a small fee can deter a company from offering something that could change their employees’ financial trajectory.
The sessions begin with broad financial topics, but they often evolve based on what employees want to learn. Brian and Travis let participants steer the conversation, using thoughtful questions to uncover what is working, what is confusing, and where people feel underserved by their current benefits.
The most common reaction they hear afterward is a version of the same sentiment. People say they have never had anyone explain these concepts to them before. For Brian, that is the sign they are doing something meaningful.
Education Beyond the Workplace: Building Trust in the Community
Brian also shared the impact of community‑based educational meetings. These are the settings where people show up curious, cautious, or sometimes defensive. He has learned that trust is not built in one meeting. It is built in consistency.
He recalled one client he followed up with for ten years before they finally agreed to meet. Fifteen years later, they are still reviewing their plan together. That is the kind of patience Brian brings to his work. Steady, persistent, and rooted in service.
A Collaborative Approach to Personalized Planning
When it comes to individual planning, Brian and Travis divide and conquer. Travis brings deep analytical rigor, while Brian leans into investment strategy and big‑picture thinking. Together, they create a planning experience that feels both structured and personal.
One of the biggest red flags Brian sees is when clients are on financial autopilot. This is especially true for those nearing retirement with portfolios that are far too aggressive. Autopilot, he says, is not a plan.
Instead, he encourages clients to slow down, ask questions, and understand the purpose behind every financial decision.
“Shut Up and Listen”: Brian’s Client Philosophy
If there is one theme that defines Brian’s approach, it is this. Listen first. Talk second.
He believes advisors should let clients guide the conversation by asking what matters most to them personally, professionally, and financially. He calls himself an open book and invites clients to ask anything.
His goal is not to impress people with information. It is to understand what they actually need.
Tools, Structure, and the Power of Cash Flow Awareness
Brian uses the Living Balance Sheet as his primary planning framework, often pairing it with the LBS distribution story when clients need more structure.
When teaching financial concepts, he avoids predictions and instead uses simple calculators and round numbers to illustrate principles. He breaks money into jobs such as safety, income, inflation protection, asset maintenance, and legacy. This helps clients understand that each dollar has a purpose.
For younger individuals, his advice is refreshingly practical. Do not treat savings like a bill. Use an active system to capture cash flow, especially when income is rising quickly.
Planning for Real Life: Protection, Liquidity, and Purpose
In this conversation, Brian emphasized the foundational steps of planning. Understand your cash flow. Protect what you have built. Build liquidity. Give your savings a purpose beyond retirement.
He also highlighted the power of automation. Setting up transfers that grow as income grows can create a natural wealth‑building rhythm, similar to how 401(k) contributions increase with raises.
This ties into one of his favorite tools, the LBS Life Events Calculator. It shows how capturing raises and adjusting for inflation can dramatically increase long‑term savings. It is a simple visual that often creates an aha moment for clients.
A Career Built on Education, Patience, and People
After 26 years, Brian’s approach has remained remarkably consistent because it does not need to change. He leads with listening. He teaches with clarity. He plans with purpose. He builds relationships that last decades.
Whether he is guiding a room of employees, a young professional just starting out, or a long‑time client nearing retirement, Brian brings the same steady presence. Patient, thoughtful, and deeply committed to helping people make better financial decisions.
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Brian M Boehm, Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), OSJ: 1166 Quail Ct, Suite 100, Pewaukee, WI 53072, (262) 746-9275. Securities products/services are offered through PAS, a registered broker/dealer and investment adviser. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. PAS is a member of FINRA, SIPC.