About Our Business
Since 2002, Boyer Financial has set a consistent standard of excellence in wealth management. We are seasoned asset managers and financial planners with numerous areas of proficiency, utilizing over 40 years of industry experience to assist our clients in pursuing their financial goals.
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 achieving 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.
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 difficulties.
LPL FINANCIAL - BY THE NUMBERS
As a Corporate RIA (Registered Investment Advisor), we partnered with LPL Financial to utilize their custodial services, innovative technology, award-winning service team, and market research departments. This collaboration allows us to have a global reach yet remain committed to delivering a personal, client-centric approach to wealth management.
#1 Independent Broker/Dealer
As reported by Financial Planning Magazine, June 1996-2021, based on total revenue.
$1 TRILLION+
Assets Serviced/Custodied
LPL Financial services over 6 million client accounts and custodies/services over $1 trillion of client assets.
ZERO
Proprietary Products
Access to a breadth of investment solutions and fee-based investment programs that we can leverage to craft your customized portfolio.
#466
Fortune 500 Company
Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets, and total stockholders' equity.
1989
LPL Founded
We believe every investor deserves to achieve his or her vision for financial independence through a relationship with a trusted advisor. We stand up for the right of investors to receive independent, impartial advice. We commit to a consultative partnership with you from our first conversation through the life of your business.
24/7
Account Access via online portal and mobile app
Whether you want to access your investments or financial plan, change beneficiary or account info, or chat with your advisor in "real-time." You have 24/7 access to LPL's innovative smartphone app called, LPL Account View. Which can also be accessed through our client portal on our website.
