boulaygroup.com

Tim A. Beversdorf

Ask a question

Tim A. Beversdorf

CPA, CMA, MBA, CFP®

Wealth Management Partner

Tim has been providing investment advice to clients as an Investment Advisor
Representative of Boulay Financial Advisors, LLC since 1999. He also assists clients with
a variety of other financial services including money management, estate planning,
income tax planning and preparation, insurance needs, and debt management. Tim
specializes in managing clients’ money to help them meet their needs and comfort levels,
and he assists businesses and individuals in defining and achieving their financial goals
and objectives. He has more than 30 years of experience in wealth management, taxation,
and management consulting, and prior to joining Boulay, he worked for 20 years in public
accounting and five years in private industry.

Client Focus

  • Manufacturing
  • Construction
  • Professional Services

Get In Touch

REQUEST A MEETING

"My clients’ financial futures mean a lot to me and I want them to know that they can trust me to help them to meet their goals, to the best of my abilities, using all of the many resources available to me."

Involvement

  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Institute of Management Accountants
  • Financial Planning Association of Minnesota
  • Wayzata Rotary Club

Education

    • University of Wisconsin, Stevens Point — B.S. Accounting
    • University of St. Thomas — MBA Finance
    • CERTIFIED FINANCIAL PLANNER™ Professional
    • Institute of Management Accountants — Certified Management Accountant (CMA)
    • Certified Public Accountant (CPA)
    • Series 66 Registered

Personal Interests

    • Running marathons
    • Golfing
    • Spending time with family

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.