Redefined
Wealth Management
We all have those memories… the ones that are imprinted in our minds because something made them “stand out” or feel “special.” Whether those memories were focused on a person or a place, they feel as if we have just experienced them; no matter how much time has passed. Often times, in the world of wealth management, the memories that stand out are negative ones. From impersonal client experiences and feeling unheard, to recessions and inefficient portfolios. Many of you do not trust or want to work with a new firm, it is far too stressful and time consuming.
Our client experience begins by focusing on the people we represent. You are our most important asset. We take pride in knowing you personally. By doing so, we get an inside look at your goals, dreams, and desires of what you are seeking in your financial lives… This allows us to create a financial plan tailored to those personal needs/goals, develop a custom portfolio, and provide ongoing guidance.
Experience
The Boyer Financial Difference
Our advisors are affiliated with the Nation’s leading independent broker/dealer, LPL Financial (As reported by Financial Planning magazine, June 1996-2019, based on total revenue).
State-of-the-art technology and risk analytics software.
An immersive client experience where your needs/goals are always at the forefront. Think of us as your personal CFO.
Rigorous investment analysis to make sure your portfolio is tailored to your objectives.
Flat fee-schedule: The annual fee is an “all-encompassing” fee based on account balance that allows us to offer a comprehensive experience without the expense passed on to our clients for different services that may be provided.
The Boyer Brief - April 2021
In this month's Boyer Brief, Mark and Jason discuss our updated year-end Market and GDP forecasts, inflation, equity styles and sectors in-favor, and give our thoughts on President Biden's projected tax hikes.
The Boyer Brief - March 2021
Hear what Mark Boyer and Jason Jacobi think about recent economic data, inflation, interest rates, and covid-19.
What's in the COVID Stimulus Package?
It is finally here (or so we think)... Nine months after the initial COVID stimulus bill was passed, a new $900 Billion dollar stimulus package has been agreed on by Congress. Though far from perfect and flawed (in my opinion), a new stimulus bill will...
The Democratic Process & The Markets
Dear Valued Investor: The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our democracy. Determining the outcome of our elections is a...
An Approved Dave Ramsey SmartVestor Pro in California
We believe everyone deserves access to solid, professional investing guidance. We have earned our position as a SmartVestor Pro because of our experience in the industry and our drive to help others.