Empowering Futures, Nurturing Legacies

Rooted in Discipline. Driven by Purpose.

At Boyer Financial Services, our clients are more than account numbers — they’re family. We put people first, always. Every financial plan we design, every investment portfolio we build, and every decision we guide you through is crafted with one goal in mind: helping you pursue your unique vision of success. We believe in educating, not selling — because confidence comes from clarity.

As a family-owned firm founded by former professional and collegiate athletes, we understand that winning—on the field or in life—requires discipline, fundamentals, and follow-through. These principles shape how we do business. No matter how volatile the markets become, our foundation remains steady: preparation, execution, and an unwavering commitment to those we serve.

This isn’t just our philosophy. It’s our way of life.

Why CLients Choose US.

With over 40 years of combined experience and expertise across 70+ areas of financial planning, Boyer Financial Services delivers trusted, comprehensive guidance tailored to your life. We combine the discipline of seasoned wealth managers with the innovation of a forward-thinking firm — using state-of-the-art technology to bring clarity, precision, and confidence to your financial journey.

From retirement and estate planning to tax strategy, insurance, education, and business succession, we take a truly holistic approach. Our family-owned, client-first philosophy means you’re not just getting a financial plan — you’re gaining a long-term partner committed to helping you build, preserve, and protect your legacy in a rapidly changing world.

Services.

Our 3-Pillar Approach to Wealth Management

We offer a comprehensive suite of financial services — not because every client needs everything, but because true success demands a complete foundation. Our 3-pillar approach sets us apart from traditional firms, combining:

Personalized Financial Planning
Strategic Investment Management
An Unwavering Commitment to Putting Clients First

This immersive framework allows us to serve you with depth, discipline, and integrity — no matter how the markets shift. Because while strategies evolve, our commitment to your success never will.

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.