AboveBoard Financial

AboveBoard Financial

The high-caliber insurance advice
your clients deserve

AboveBoard provides smart, ethical insurance services to clients of carefully chosen fiduciary investment advisors who share our commitment to excellence and placing clients' best interests first.

Discover an insurance experience you will be proud to share with your clients.

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Rated Excellent on Trustpilot
Phil Swisher

"AboveBoard is the wonderful combination of analytical ferocity, high-touch client service, and a true client-first mindset."

Phil Swisher
Founder and CEO
Trevian Wealth Management

How is AboveBoard different?

At AboveBoard Financial, our DNA is different.

Analytical rigor: Our obsession with institutional-grade analytics is rooted in our founder's background as an investment banker and hedge fund investor at Goldman Sachs. Discover what it's like to have an insurance thought partner functioning at your level. No "details-lite" sales pitches here.

Fiduciary-level standard of care: Many advisors are surprised to learn of the countless opportunities we pursue to advocate for clients and improve their insurance outcomes (read our Client Stories to see us in action). Our founder has taught classes on how to avoid insurance rip-offs at Harvard Business school.

Our business model: We don't have an army of salespeople relentlessly hounding prospects and clients, maximizing commissions, and moving onto the next victim. We rely on delighted clients and advisors to recommend us and grow our business. We always give the right long term advice, even if it means less revenue in the short term.

What we do

AboveBoard Financial teams up with advisors to craft smart & ethical insurance solutions supported by rigorous analysis. We achieve best-execution through our licensed independent insurance brokerage and unique open-architecture platform, ensuring we find each client’s best option in the market.

We regularly help clients fend off predatory insurance salespeople and untangle pre-existing insurance situations.

Our team is not paid on commission and is 100% focused on delivering a 5-star, concierge-style experience.

Life Insurance
  • Term, whole, universal
  • Personal and business uses
  • Coverage amount
  • Policy type
  • Conversion options
  • Laddering
  • Backdating
Disability Insurance
  • Personal and business uses
  • Coverage amount
  • Benefit duration
  • Policy features
  • Laddering
  • Backdating
Long-term Care Insurance
  • Coverage amount
  • Policy type
  • Benefit duration
  • Policy features
We're proud to have earned an 'Excellent' rating from Trustpilot.
Rated Excellent on Trustpilot
 "AboveBoard's service is fantastic, very thoughtful, but most importantly they present the highest quality products at the lowest costs without upselling. Additionally, they approached my needs as if it were their own without any pressure you normally find with other competitors. I would highly recommend to everyone."

- Roger Y

Wallis Tsai

About our Founder & CEO

Wallis Tsai developed a passion for quantitative analysis during her 10 year career at Goldman Sachs, first as an investment banker and then as an investor for an elite hedge fund group.

At Goldman Sachs, Wallis was a member of a four-person team managing the multi-billion dollar Americas and European financials portfolio. She developed the fund’s perspective on financial regulation, US housing market, banking and capital markets.

As an expert in the insurance industry's inner workings, Wallis often found herself advising friends and colleagues on personal finance matters. She was repeatedly appalled by how often they got terrible advice from the industries that she knew so well and decided to follow her dream to offer financial services the right way. Founded as an educational site, AboveBoard has grown into an independent insurance brokerage with an unwavering commitment to putting clients first.

Wallis has taught classes on how to avoid insurance rip-offs at Harvard Business School and is passionate about making financial topics engaging and accessible (check out the "Truth vs. BS" rating scale in her Inside Scoop on Popular Life Insurance Sales Lines blog post).

Wallis lives in NYC with her husband, son, and daughter.

Contact us

We'd love to hear from you. We are headquartered in NYC but work with fiduciary advisors across the country.

Our Founder & CEO, Wallis Tsai, can be reached at:

wallis.tsai@aboveboardfinancial.com

We also invite you to schedule a 15-min call with Wallis to learn more about the AboveBoard difference.

concierge@aboveboardfinancial.com

© AboveBoard Financial 2022 | 246 5th Ave, Floor 5, New York, NY 10001