Boynton Financial LLC

Boynton Financial works with individuals, families, and professionals to provide fee-based asset management, retirement planning, and access to securities, partnership interests, insurance products, and annuities. The firm delivers consolidated quarterly statements and year-end summaries to clients and maintains limited custody arrangements through custodians.

The firm establishes a risk profile at the start of the relationship and implements that profile using tools such as trailing stop-loss orders that are reviewed and adjusted monthly; it generally seeks discretionary authority but reviews proposed investments with clients prior to execution. Accounts are formally reviewed on a quarterly basis and the firm follows an internal code of ethics that prioritizes client orders ahead of personal trading.

Noteworthy features include offering multiple billing options beyond asset-based management (including hourly and fixed-fee engagements) and ongoing affiliations with insurance companies and law firms, with the firm stating that compensation from insurers is paid directly by those companies. The firm is a small, solo-operated practice with a relatively limited client roster and asset base, which may result in more direct advisor oversight than is typical at larger independent advisory firms.