Boyer Financial Services, Inc.

Boyer Financial Services serves a mix of individual and high-net-worth clients, as well as trusts, foundations, corporations, and employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm also advises on alternative investments and private placements for qualified investors and facilitates insurance recommendations when supervised persons act in their separate licensed capacity.

Portfolios are constructed and monitored with an emphasis on asset allocation, cost efficiency, tax awareness, and ongoing review, with strategies that can include equities, fixed income, ETFs, options strategies, and limited digital asset exposure via cryptocurrency ETFs upon client request. Boyer may allocate assets to third‑party managers — including programs that offer direct indexing and options overlay strategies — and uses technology tools (including AI) for administrative tasks like meeting transcription and research aggregation while keeping investment decisions under human adviser control.

Compared with many peers, the firm highlights retirement plan fiduciary education and participant education (non-individualized) as part of its plan services and provides periodic performance or account reports and access to educational materials or training resources from custodians and product vendors. Other noteworthy features disclosed in the brochure include use of a third‑party insurance processing platform (Synchronize) to administer insurance transactions and layered third‑party manager offerings with distinct minimums and fee disclosures.