B Scott Sadler

Personal Finance, Retirement, Investing
“With more than 30 years of investment management experience, Scott Sadler is the founder and president of Boardwalk Capital Management, an Atlanta, Georgia-based RIA focused on sustainable and impact investing and Certified B Corp.”

Boardwalk Capital Management

Job Title:

President, CIO


Scott Sadler is the founder and president of Boardwalk Capital Management, the Southeast’s only wealth management firm that is also a Certified B Corporation. Boardwalk’s social mission is to help as many investors as possible to invest for impact and for a “triple bottom line”.

Atlanta-based Boardwalk Capital Management is an independent Registered Investment Advisor specializing in Sustainable and Responsible Investing. Scott and his team's principals have decades of combined financial experience, providing counsel to individuals and institutions all over the country. They offer both proprietary investment solutions, and premier third-party managed strategies, in order to meet the unique needs of each client.

From the major investment houses to his own firm, Scott has advised affluent individuals, families and institutions more than 30 years, including seven years running a top-ranked emerging markets mutual fund.  He has been a Chartered Financial Analyst (CFA) since 1990, and today, he specializes in tax-efficient investing, sustainable (ESG) equity portfolios, social impact investments and renewable energy partnerships.

He currently sits on many boards, and is the Board Chairman of the Green Chamber of the South.


BS, Commerce, University of Virginia

Assets Under Management:

$20 million

Fee Structure:


CRD Number:


All Articles
Sort By:
Most Helpful
February 2017
    Financial Planning, Investing
January 2017
    Investing, Stocks
July 2017
    Investing, Stocks
July 2017
    Choosing an Advisor
December 2017
    Investing, Stocks

All Answers
Sort By:
Most Helpful
    Investing, Choosing an Advisor
Do I need a CPA, financial advisor, or someone else?
44% of people found this answer helpful

I would separate the oversight/audit function from the investment one. The CPA can keep an eye on what the financial advisor is doing to make sure that everything works together and is above board. Having someone in charge of both functions, while likely simpler, requires that person to be good at everything and concentrates power in one individual's hands.

December 2016
    Financial Planning, Investing
Is leasing or buying a car a better long term investment?
17% of people found this answer helpful
February 2017
    Personal Finance, Mutual Funds
How does eligibility apply to mutual fund expenses?
0% of people found this answer helpful
March 2017
    Career / Compensation, 401(k)
What is a reasonable suggestion for a company 401(k) match amount?
0% of people found this answer helpful
December 2016