Michael Bogard
Regional Vice President and Wealth Management Consultant
CFA®
Michael Bogard is a Regional Vice President and Wealth Management Consultant at Allworth Financial. As a holder of the Chartered Financial Analyst® designation, Mike specializes in helping high-net-worth investors find unique, value-add solutions for complex financial situations.
He brings a sharp analytical lens and a deep understanding of markets, enabling him to craft customized strategies that go far beyond traditional wealth management. Mike partners closely with clients to uncover opportunities, mitigate risk, and deliver clear, measurable value through thoughtful financial planning.
Prior to Allworth, Mike began his career at Harris Associates, LP (THE OAKMARK FUNDS) in Chicago, Illinois, working in research, fund accounting, and trade coordination. He then transitioned to a Wisconsin-based RIA, heading the firm’s business development and high-net-worth advisory efforts. A graduate of Grinnell College in Grinnell, Iowa, Mike holds a Bachelor of Arts Degree, with Honors, in Economics. At Grinnell, Mike was elected by his peers to co-manage the Student Endowment Investment Committee, which independently managed a sleeve of the College’s Endowment Fund.
I focus on developing a deep understanding of what matters most to each client: their priorities, concerns, and vision for the future. From there, we build a comprehensive wealth strategy designed to bring clarity to complex financial decisions and help ensure each element of their financial life is working together cohesively.
That level of understanding carries through into every aspect of our relationship. Clients can expect a highly personalized, attentive experience grounded in integrity and professionalism. I listen closely and tailor strategies to align with their broader financial picture, so decisions are well-coordinated and opportunities are thoughtfully evaluated—all while upholding Allworth’s long-standing commitment to client success.
I’m drawn to helping people navigate some of life’s most meaningful and vulnerable moments. There’s a deep sense of fulfillment in supporting clients as they navigate complex decisions and steward their wealth with intention. I’m grateful to play even a small role in helping bring clarity and perspective to those moments, so they can move forward with confidence and purpose.
Clarity comes from precision and understanding how each decision fits within a larger, coordinated strategy.
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