A complete list of active advisors currently associated with SJ Boyle Wealth Planning, LLC

Warmer can help you find a great advisor at SJ Boyle Wealth Planning, LLC or one who fits your needs even better.

SJ Boyle Wealth Planning provides ongoing portfolio management and comprehensive financial planning services to individuals and high‑net‑worth individuals. The firm documents client goals and risk tolerances in individualized Investment Policy Statements and manages roughly $30.7 million across about 62 client relationships, with no stated account minimum for its services. The firm’s investment approach is based on modern portfolio theory and a long‑term trading horizon, implementing asset allocation, selection, and regular monitoring to align portfolios with each client’s objectives. All advisory assets are managed internally rather than through third‑party managers, and asset‑based fees are assessed and withdrawn from client custodial accounts with client authorization. Operationally, the firm reports no soft‑dollar arrangements, does not participate in wrap fee programs, and does not aggregate (block) trades for multiple clients, a practice the brochure notes can affect execution prices in illiquid or volatile markets. The firm also disclosed a 2019 administrative oversight that resulted in a stipulation and consent order with the State of Vermont and payment of a fine.

To learn more about the advisors currently working at SJ Boyle Wealth Planning, 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.

Name	Location	Years of experience
Sally Boyle	Hanover, NH	35

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support