Richard Boehm

Richard Boehm is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with more than 25 years of experience in financial planning and wealth management, and is the founder and CEO of Unified Wealth Management, a boutique advisory firm operating from offices in Westport, Connecticut and Scottsdale, Arizona. The firm traces its origins to 2004, when it began as a family-owned and operated business with five offices in Arizona. In 2013, Boehm chose to refocus the business on building a hands-on financial-planning practice rather than scaling it as a larger financial enterprise, driven by a stated belief that everyone should have access to sound financial advice.

According to FINRA's BrokerCheck (CRD #2365186), Boehm is registered as a broker, with LPL Financial LLC appearing in his registration history — consistent with the `@lpl.com` email in the source record. The firm's current site indicates that investment advice is offered through Winthrop Wealth, a registered investment advisor, so his platform affiliations appear to have evolved over time. He operates as a fiduciary and emphasizes that the practice carries no proprietary products or sales quotas.

Boehm built the firm's planning methodology, branded the "Unified True Bearing Roadmap" (also referenced as "The True Bearing Roadmap"), which integrates tax planning, retirement and distribution planning, estate planning, risk management, and investment planning into a single, coordinated review. His philosophy is summarized on the firm's site as: "It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."

Outside of work, he is involved in charitable organizations, has founded a non-profit, and is a member of St. Luke's Catholic Church in Westport, CT. His listed personal interests include tennis, cycling, gardening, fishing on Nantucket, cooking, and food and wine.

• Important caveat: Public sources describe Richard Boehm as a wealth-management advisor and firm founder, not as a startup angel/seed investor. The "Angel Investors / Seed Round" framing in the source stub could not be verified and appears to be a mislabel.
• His professional "investment" focus is managing client portfolios and household wealth, not funding companies. He works within an integrated planning framework (tax, retirement, estate, risk, and investment management).
• Stated approach centers on fiduciary, fee-based, holistic financial planning — "no proprietary products or sales quotas" — aimed at helping clients preserve and grow multi-generational wealth.
• Core philosophy in his own words: *"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."*