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advisory assets are managed internally rather than through third‑party managers, and asset‑based fees are assessed and withdrawn from client custodial accounts with client authorization.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 |
|---|---|---|
Hanover, NH
| 34
|
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