A complete list of active advisors currently associated with Boyce & Associates Wealth Consulting, Inc.
Warmer can help you find a great advisor at Boyce & Associates Wealth Consulting, Inc. or one who fits your needs even better.
Boyce & Associates Wealth Consulting advises individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plan sponsors, and charitable organizations. The firm provides asset management and financial planning along with specialized services such as retirement plan consulting (ERISA‑related), business valuation engagements, college planning, and divorce financial analyst consulting. Portfolios are tailored after an initial review of a client’s financial situation, goals and risk tolerance and may be managed on either a discretionary or non‑discretionary basis; the firm monitors accounts and rebalances periodically. Its investment process draws on Modern Portfolio Theory as well as fundamental, technical, cyclical and quantitative analysis, and it recommends custodians such as Schwab or Voya while offering a cash management option through a Flourish Financial partnership. The firm’s brochure discloses a few features that distinguish it from many peers: it recently integrated an affiliated business valuation practice into the RIA to offer valuations directly, several advisers are licensed insurance agents who may recommend insurance products and receive commissions, and it expressly provides both 3(21) and 3(38) ERISA fiduciary services for retirement plans. Boyce & Associates also markets niche advisory packages (A+ College Planning, Career Cruising and divorce financial consulting) that broaden its service mix beyond standard portfolio management.
To learn more about the advisors currently working at Boyce & Associates Wealth Consulting, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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