About Our Business
Rooted in Legacy.
Driven by Purpose.
We believe wealth is more than numbers — it's a legacy, a responsibility, and an opportunity. With decades of combined experience, we help high-net-worth individuals, families, and athletes align their financial strategies with their most meaningful goals.
Legacy.
At Boyer Financial Services, we have a steadfast commitment to both the present and future generations to come. Our mission is to empower your financial future while nurturing the enduring legacies of your family. It's where the wealth you build today meets the legacy you create for tomorrow.
Founded by Mark Boyer, a former NFL tight end turned seasoned wealth manager, and joined by a team of industry leaders, our firm offers a powerful blend of grit, integrity, and strategy. Together, we bring a championship mindset to wealth management — focusing not just on today's wins, but on long-term success and legacy-building.
With decades of combined experience and a deep commitment to stewardship, we help HNW individuals, multi-generational families, and athletes align their financial strategies with what matters most.
Think in Generations
We specialize in guiding high-net-worth individuals, multi-generational families, and athletes through every phase of wealth: growth, protection, and transfer. Our clients include current and former athletes, entrepreneurs, retirees, and those navigating major life transitions.
Current and former professional athletes face a unique financial reality — peak earning years that are short, contracts that are complex, and a lifetime of wealth that must be carefully built and protected. We understand this world from the inside and bring firsthand experience to every conversation.
Wealth doesn't build itself — and it doesn't transfer itself either. We work with families across multiple generations to create cohesive financial plans that honor the legacy of those who built the wealth and protect the opportunity it creates for those who inherit it.
You've built something from nothing. Now let's make sure it's protected, optimized, and structured for what comes next — whether that's continued growth, a strategic exit, or passing the business to the next generation.
The transition from accumulation to distribution is one of the most complex financial phases a person navigates. We help clients make this shift with clarity — building retirement income strategies that are tax-efficient, sustainable, and aligned with the life they've always wanted.
Divorce. Inheritance. Business sale. Death of a spouse. These are moments that demand more than a financial plan — they demand a trusted partner who can bring order to complexity with wisdom, care, and precision.
For clients with complex financial lives — multiple income sources, concentrated positions, estate planning needs, and tax considerations that compound at every level — we bring the depth of expertise, the independence, and the fiduciary commitment they deserve.
Driven by Purpose.
Our leadership is forged from real-world experience. Mark Boyer's years in the NFL shaped a foundation of discipline, resilience, and unwavering commitment to the team — values that now guide the way we serve our clients every day.
Joined by his son-in-law and CERTIFIED FINANCIAL PLANNER™, Jason Jacobi, whose deep technical knowledge is matched by genuine compassion, the two bring heart and precision to every financial plan and investment strategy.
Together, they lead with integrity, professionalism, and a relentless focus on helping individuals, families, and athletes build generational wealth. Not just for today. For the generations that follow.
We Build Legacies.
We believe wealth is more than numbers — it's a reflection of what matters most to you. That's why we don't just manage assets; we craft personalized, comprehensive financial plans that honor your values, support your priorities, and align with your long-term vision for the future.
By combining time-tested financial strategies with today's most advanced technology, we help bring clarity to complexity — so you can move forward with confidence, knowing every decision is backed by insight, intention, and purpose.
Every plan is built from scratch around your specific situation — your income, your assets, your goals, your family, and your values. We don't use templates. We build strategies.
We combine the analytical power of today's most advanced financial planning tools with the judgment that only comes from decades of real-world experience serving real families.
Investments, taxes, retirement, estate planning, insurance, and business strategy — we coordinate every dimension of your financial life so nothing works against anything else.
Inspired Values.
At the heart of everything we do is a commitment to doing what's right — for you, your family, and your future. Integrity isn't just a value — it's the standard. We believe in putting clients first, always, and building relationships that stand the test of time.
As your trusted financial partner, we walk alongside you — through every season, decision, and transition — with unwavering service, thoughtful guidance, and a deep respect for the legacy you're building. This isn't just about wealth. It's about what your wealth makes possible.
We do what's right, even when no one is watching. Our fiduciary commitment is not a legal requirement — it's a personal one.
Every recommendation, every strategy, every conversation begins and ends with one question: what is best for this client?
We don't serve transactions. We serve families — for decades, across generations, through every season of life.
True wealth isn't measured in accounts — it's measured in impact. We help our clients use their resources with wisdom, generosity, and purpose.
Boyer Financial Services
There is no shortage of financial advisors. What is rare is an advisor who combines real-world experience, technical depth, independent objectivity, and a genuine care for the families they serve. That is what we bring to every client relationship.
We are not captive to any bank, insurance company, or investment firm. We act solely in your best interest — legally and personally — with no proprietary products and no hidden incentives.
Mark Boyer's NFL career isn't just a story — it's a foundation. The discipline, teamwork, and relentless preparation required to compete at that level now shapes how we approach every client relationship.
Jason Jacobi's CERTIFIED FINANCIAL PLANNER™ designation represents the gold standard in comprehensive financial planning — covering investments, taxes, retirement, estate planning, insurance, and beyond.
Most advisors plan for retirement. We plan for legacy — helping families think beyond their own financial lives to the wealth, wisdom, and values they want to pass forward to the generations that follow.
Ready to Take the
Next Step?
Let's craft a financial game plan that reflects your goals, values, and vision for the future. Schedule a complimentary consultation and begin your journey with Boyer Financial Services.