Empowering Futures, Nurturing Legacies

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Statement.

(noun.) An expression of an attitude or belief that is made by means of actions or appearance.

At Boyer Financial Services, we care for those we serve first. Our clients are our most important asset. We design, implement, and monitor a personalized financial plan, create a custom investment portfolio tailored to your objectives, and guide you along your financial path to pursue goal completion. Be educated, not sold.

As a family-owned wealth management firm built by former professional and collegiate athletes, we know how vital sound fundamentals, rigorous preparation, and proper execution are to pursuing victory. These core elements for conducting business, accompanied by our love for the people we serve, will be the rock-solid foundation from which we have built our business. These principles will not change no matter how much the markets do. This is our statement of belief put into action.

Experience.

With over 40 years of combined experience, we are seasoned wealth managers and financial planners utilizing over 70 areas of proficiency and knowledge. In conjunction with the planning, creation, and management of your investment portfolio, we offer extensive financial planning services including, but not limited to: Retirement, Estate, Tax, Insurance, Business, and Education planning. Making Boyer Financial Services the comprehensive and skilled advisory firm our clients want and deserve.

Do not merely think of us as your investment professionals. Think of us as your “general life” advisors who are here to listen, connect, engage, and implement real-life solutions to your real-world objectives.

We partnered with LPL Financial, the largest independent broker/dealer in the country (As reported by Financial Planning magazine, June 1996-2023, based on total revenue). With our partnership, we are creating a highly specialized financial team that not only offers a client-centered approach but gives you access to some of the leading technology, investment analysis, and planning in the financial services industry.

Services.

A 3-PILLAR APPROACH TO WEALTH MANAGEMENT.

A client will not need every service or offering we provide, but we feel it is vital to their success that we offer the full spectrum of financial services available. We strive to differentiate ourselves from traditional wealth management practices by utilizing a 3-pillar approach. An immersive strategy for financial planning, investment funding/management with dividend growth equities as the cornerstone, and our foundational principle of “client before company.” Which won’t change no matter how much the markets do.

Financial Planning

A custom financial plan covering all areas of your life. Constantly adapting to changes in the markets, economy, fiscal/monetary policy, personal goals, and circumstances.

Investing

Seeking growth and/or income on capital. Risk-reward trade-offs. Designing, implementing, and monitoring a portfolio based on many factors.

Guidance

Even with a plan created and capital invested, our job is just beginning. Ongoing advice and guidance are critical elements in our client experience. We are taking an interactive role in client/advisor relationships while always keeping you at the center of what we do.