Jim Boulay, CPA/PFS, CFP®, CAP®

Jim Boulay, Investment Advisor & Managing Member, began his career in 1989. Over the years, he has honed his expertise in financial planning, tax strategies, and philanthropic giving showing commitment to continuous learning and professional education. 

Leading with transparency and integrity, Jim is dedicated to delivering holistic financial guidance that prioritizes each client’s unique situation. He believes that true financial advising goes beyond investments—it’s about understanding the full picture of a client’s life and tailoring strategies that align with their personal and financial goals. Under his leadership, Lutz Financial has surpassed $2 billion in assets under management and earned recognition among the nation’s top fee-only wealth management firms. 

At Lutz, Jim says it straight, communicating clearly to ensure clients receive honest, objective advice that empowers them to make informed decisions. His passion for helping clients achieve financial clarity has helped establish Lutz Financial as a trusted partner for individuals, families, and business owners. 

Jim lives in Omaha, NE, with his wife Regina. He is an avid Husker and Bluejay fan and can be found spending time with his four sons and golfing.