A complete list of active advisors currently associated with Boynton Financial LLC

Warmer can help you find a great advisor at Boynton Financial LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Boynton Financial LLC, 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.