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Warranties & Disclaimers:
There are no warranties implied.
Boyer Financial Services is a registered investment adviser located in Newport Beach, CA. Boyer Financial Services may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
Boyer Financial Services’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Boyer Financial Services’ web site on the Internet should not be construed by any consumer and/or prospective client as Boyer Financial Services’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Boyer Financial Services with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of Boyer Financial Services, please contact the state securities regulators for those states in which Boyer Financial Services maintains a registration filing. A copy of Boyer Financial Services current written disclosure statement discussing Boyer Financial Services’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Boyer Financial Services upon written request.
Boyer Financial Services does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Boyer Financial Services’ web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through Boyer Financial Services and individually licensed and appointed insurance agents.
Please see the following PDF documents for information regarding Boyer Financial Services.
Digital Disclosure
Important Disclosure — Please Read Carefully
The information provided by Boyer Financial Services (“Boyer Financial,” “we,” “us,” or “our”) through this and other digital communications is for informational and educational purposes only. It is not intended to provide individualized investment, financial, tax, or legal advice, nor does it constitute a recommendation to buy, sell, or hold any security or investment product. Investment strategies and topics discussed may not be suitable for all investors. This content should not be relied upon as a substitute for personalized financial advice tailored to your specific circumstances, objectives, and risk tolerance.
Information presented is believed to be accurate as of the time of publication; however, it may become outdated over time and is not updated in real time. You should not assume that any discussion or information applies to your individual situation without consulting a qualified professional.
No Advisory Relationship Created
Viewing, reading, subscribing to, liking, sharing, commenting on, or otherwise engaging with our content does not establish an advisory or client relationship with Boyer Financial Services. Advisory services are provided only pursuant to a written investment advisory agreement and after completion of our onboarding and suitability processes. Any communication through social media platforms, email, or other digital channels does not constitute an offer or solicitation to provide advisory services in any jurisdiction in which such offer or solicitation would be unlawful.
Registration Status
Boyer Financial Services is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill, training, or endorsement by the Commission. Our advisory services may be offered only in jurisdictions where we are properly registered or exempt from registration, and we transact business only where legally permitted to do so.
Investment Risks & Performance Disclaimers
All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no representation is being made that any investment will or is likely to achieve results similar to those discussed or displayed. Market conditions, economic factors, and individual circumstances vary, and actual results may differ materially from any projections, estimates, or expectations presented. There is no guarantee that any investment strategy will be successful or that financial goals will be achieved. Advisory fees and expenses will reduce investment returns.
Any hypothetical, back-tested, or model performance data presented is for illustrative purposes only and does not represent actual trading or client results. Hypothetical results have inherent limitations, including the benefit of hindsight, and do not reflect the impact of actual trading factors such as liquidity constraints, fees, taxes, behavioral influences, or market disruptions.
Compensation & Conflicts of Interest
Boyer Financial Services may receive compensation in various forms depending on the services provided, which may create conflicts of interest. Detailed information regarding our compensation structure, potential conflicts, and business practices is available in our Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplements). The availability of these documents should not be construed as a solicitation to provide advisory services where prohibited.
Third-Party Content & External Links
Content from third-party sources is believed to be reliable but has not been independently verified by Boyer Financial Services. We do not guarantee the accuracy, completeness, or timeliness of third-party information. Any links to external websites are provided for convenience only and do not constitute an endorsement of the content, products, services, or security practices of those sites. We are not responsible for the accuracy, reliability, security, or privacy practices of third-party websites.
Testimonials, Endorsements & Social Media Engagement
Likes, comments, shares, follows, and other forms of social media engagement should not be construed as testimonials, endorsements, or recommendations by Boyer Financial Services or any other party. Third-party comments and opinions expressed on our digital platforms do not necessarily reflect the views of Boyer Financial Services and should not be relied upon as investment advice. We reserve the right to monitor and remove comments or content that we deem inappropriate, offensive, misleading, or unrelated to the discussion.
Tax & Legal Advice
Unless expressly stated otherwise, Boyer Financial Services does not provide tax or legal advice. Tax and legal implications vary based on individual circumstances and are subject to change. You should consult with a qualified tax advisor, attorney, or other appropriate professional before making decisions based on tax or legal considerations.
Forward-Looking Statements & Assumptions
Any statements regarding future events, expectations, projections, or market outlooks are forward-looking in nature and based on assumptions that may or may not prove accurate. Actual results may differ materially from any forecasts or projections presented. Such statements should not be interpreted as guarantees or promises of future performance.
Social Media Interaction Guidelines
Please do not post confidential, personal, or account-specific information on public forums, social media platforms, or in comments sections. Do not use social media messaging or comments to request account changes, report complaints, place trades, or provide time-sensitive instructions. For account-related matters, please contact us directly through secure, established communication channels. We are not responsible for the timeliness, receipt, or security of messages sent through social media platforms.
Data Privacy
Your interaction with our digital content may be subject to the data collection and privacy policies of third-party platforms (such as social media networks, email providers, or hosting services). For information on how Boyer Financial Services collects, uses, and protects your personal information, please refer to our Privacy Policy, available on our website or upon request.
Intellectual Property
All content published by Boyer Financial Services, including text, graphics, logos, images, video, and audio, is the proprietary property of Boyer Financial Services or its licensors and is protected by copyright and other intellectual property laws. Content may not be copied, reproduced, republished, uploaded, posted, transmitted, or distributed without our prior written consent.
Access to Form ADV
Our Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplements) contain important information about our services, fees, conflicts of interest, and disciplinary history. These documents are available upon request by contacting us directly or by visiting the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov.
Questions or Concerns?
If you have questions about this disclosure or our services, please contact Boyer Financial Services directly. If you are dissatisfied with any aspect of our service or content, we encourage you to provide feedback through the reporting or contact mechanisms available on our website or by contacting us in writing.