Ralph Sevelius, MBA, CFP®
Creator of The Prosperity Pathfinder™️ | Experienced Wealth Advisor
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Serving Clients Nationwide
Creator of The Prosperity Pathfinder™️ | Experienced Wealth Advisor
Areas of Focus
- Business Owners
- Estate Planning
- Insurance
- Investment Management
- Legacy Planning
- Retirement Income Planning
- Retirement Planning
- Tax-Efficient Planning
About Ralph Sevelius, MBA, CFP®
Hi, I'm Ralph Sevelius, Jr. I'm the Founder and Senior Wealth Advisor of Boardwalk Wealth Solutions.I am a CERTIFIED FINANCIAL PLANNER™ practitioner that has been actively serving my clients for over a decade and a half. For me, it's about much more than just the money; it's about helping my clients work towards the life they've always wanted. It's about teaching my clients that money is simply a tool they can use to reach their unique goals. My ultimate goal is for my clients to someday look back on their life with no regrets, knowing that they've accomplished exactly what they wanted to with the time and money they had.
I graduated from Wake Forest University, earning my bachelor's degree in Economics before receiving a commission as a U.S. Army Officer through the ROTC program. During my time in the military, I was deployed throughout Europe, Asia, and the Middle East. This sparked a love of travel and an appreciation for diverse cultures that continues today. My time in the service also helped me develop leadership, structure, accountability, and integrity—elements woven into the fabric of my planning practice today.
I went on to receive an MBA from the Warrington College of Business at the University of Florida and began serving clients as a financial advisor in 2007. I am proud to hold myself as an independent advisor, who strives to act as a fiduciary at all times and put my client's needs above all else. I love helping my clients navigate the complexities of creating a financial plan that works for all aspects of life today and in the future.
I take pride in serving my community and giving back to those in need. I serve as a Board Member for the Jackson In Action 83 Foundation, whose mission is to provide support to military families, focusing on the educational, emotional, and physical health of the children.
Most importantly, people describe me as a genuinely caring person who always follows through on my commitments. As a lifelong learner, I'm constantly improving my expertise to identify ways to serve my clients. My greatest gift to my clients is giving them the ability to focus their time and energy on the things that matter to them most while trusting that they have a thorough financial plan in place being monitored to evolve with their changing priorities.
When I'm not working to help my clients pursue their life goals, I'm enjoying my own. I lead an active life and stay involved in my local community through my work as an advisor.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Primary Location
28210 Paseo Drive, Wesley Chapel, FL 33543
Video
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Annual Retainer
- Commissions
- Fee Based
- One-time Financial Plan
- Package Offers
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Let's Find Your Path™️' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Boardwalk Wealth Solutions
Boardwalk Wealth Solutions is an independent financial planning practice founded by Ralph Sevelius, Jr., proudly serving Wesley Chapel, Land O Lakes, Zephyrhills, and the greater Tampa Bay area for nearly 20 years, while also working with clients across the country.Our Services
We offer a full suite of financial planning services, including financial planning, investment management and portfolio management, retirement planning, insurance planning, proactive tax planning, estate planning, and legacy planning. Our work together is comprehensive and holistic, touching on every aspect of a client's financial life to co-craft a plan that integrates each element of their finances toward their ultimate goals.
Our Philosophy
We use The Prosperity Pathfinder™, a proprietary tool that simplifies the financial journey by breaking complex planning into a clear, repeatable framework. It's a continuous cycle that evolves with each client's life, guiding them from assessing their current financial position to planning their legacy.
Who We Serve
We work with high-net-worth entrepreneurs and senior executives, helping them navigate the complexities of financial management with open communication and personalized support.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor. IHT Wealth Management, LLC and Boardwalk Wealth Solutions are separate entities from LPL Financial.
Education
University of Florida - Warrington College of Business, Master of Business Administration | Wake Forest University, Bachelor's Degree, Economics
Hobbies and Interests
- Camping
- Dogs
- Family
- Golf
- Hiking
- Outdoor Activities
- Skiing
- Traveling
- Wine
- Working Out
- Writing
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Intergenerational Families
- Living in Retirement
- Mid-Career Professionals
- Military
- Pre-Retirees
- Professional Athletes
- Travel Lovers
- Veterans
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