A. Kevin Boda

Kevin joined Wealth Advisory Group after nearly two decades in risk management at leading financial institutions, including Morgan Stanley and Citi. Looking to apply his experience in a more personal and client-focused way, he transitioned into financial services with a focus on helping individuals and families make informed decisions and take a more comprehensive approach to their financial lives.

Kevin works closely with his clients to understand their goals, priorities, and complete financial picture. Drawing on his risk management background, he helps clients evaluate their options and develop thoughtful strategies designed to provide flexibility, resilience, and confidence as their needs evolve over time. He is committed to delivering highly personalized service while leveraging technology and planning resources to create an efficient and collaborative client experience.

Kevin’s connection to Wealth Advisory Group began as a client himself. His longtime financial advisor at WAG encouraged him to consider a career in the field, and after exploring the opportunity, Kevin ultimately joined the firm, turning his advisor into a colleague. He was particularly drawn to WAG’s holistic approach to financial planning and the ability to develop individualized strategies based on each client’s unique needs, goals, and circumstances.

Kevin grew up in the New York City suburbs and graduated from Binghamton University. After spending 20 years in Manhattan, he now resides across the Hudson River in New Jersey. Outside of work, Kevin has a longtime passion for motorcycle racing, a sport that reflects many of the principles he values professionally: preparation, precision, and disciplined decision-making. He has participated both on the racetrack and behind the scenes, supporting racers in the MotoAmerica series as a crew member and team principal. He also enjoys running, weightlifting, skiing and snowboarding, and reading.