What We Do
John Boyer, Inc. simplifies and enhances the quality of their clients’ lives through education, communication, and highly personalized service that helps them better manage their financial decisions.
Values & Beliefs
We strive to be the trusted financial advocate for our clients, basing our business on seven core principles:
Integrity
John Boyer, Inc. communicates with clients honestly and directly to earn the trust and confidence necessary for a strong advisor-client relationship.
Objectivity
As a fee-based Registered Investment Advisor, John Boyer, Inc. has the independence that puts our clients’ best interests first. This allows us to offer totally objective advice and provide personalized service tailored to each client’s individual needs. This includes the ability to direct our clients to only those solutions appropriate for their situations.
Competence
As a Certified Financial Planner™ (CFP®) and a Registered Investment Advisor (RIA), we have completed rigorous training in the key disciplines of tax, estate, investment, insurance and financial planning. We update that knowledge base through additional education every year. As a team, we also bring more than 40 years of hands-on experience to our clients.
Fairness
“Impartiality, intellectual honesty and disclosure of conflict(s) of interest,” defines fairness, according to the CFP® code of ethics. We earn our clients’ trust and serve them best only by providing the objectivity necessary for a sound financial plan. We are strong advocates for our clients’ best interests.
Confidentiality
Personal trust is the bedrock of a sound financial relationship. Protecting our clients’ personal information is one of our most fundamental responsibilities – one we take extremely seriously. Our clients can be confident that we are committed to safeguarding their personal information.
Professionalism
As members of the CFP® community, we abide by a strict code of professional and ethical behavior that is required as part of our certification with this prestigious organization.
Diligence
John Boyer, Inc. recognizes the extreme importance of maintaining accurate records, staying abreast of changing economic development, and keeping our clients informed. This means that we pay close attention to every detail surrounding our clients’ best interests.
