A complete list of active advisors currently associated with BOYTER Financial Services
Warmer can help you find a great advisor at BOYTER Financial Services or one who fits your needs even better.
Boyter Financial Services provides investment advisory services and financial planning to individual investors, couples, custodians, IRA owners, trustees and small business owners. The firm offers portfolio supervision using mutual funds, ETFs, individual equities and fixed income, along with written financial plans and periodic reviews. The firm emphasizes capital preservation and uses model portfolios and manager-driven pooled vehicles, drawing on third‑party research such as Morningstar to select positions and adjust asset allocation. Accounts are generally managed with client involvement rather than full discretionary authority (the brochure notes no discretionary authority as of 2/19/20) and clients receive written reports and at least an annual comprehensive review. Unlike many peers, the firm’s advisers are also licensed to sell insurance and act as registered representatives/solicitors, and the brochure discloses that recommendations may generate commissions or insurance compensation on certain products. With a small client base and modest assets under supervision, Boyter operates a hybrid fee-and-commission practice, uses Lincoln Financial for custody and trading services, and states it does not take custody of client funds.
To learn more about the advisors currently working at BOYTER Financial Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Flint, TX
| 10
|
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