Boyer Financial Planning

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Boyer Financial Planning We are personal CFOs for our clients. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Financial advisor serving Somerset, PA, and beyond with comprehensive wealth management services like retirement planning, estate planning, investment management, tax planning, and insurance. Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Estate planning is one of the most meaningful ways to protect the people and causes that matter most.This article review...
10/15/2026

Estate planning is one of the most meaningful ways to protect the people and causes that matter most.
This article reviews important considerations that can help individuals and families create greater clarity for future generations.

Women may have unique estate planning concerns.

Estate planning isn't just about documents.It's about making sure your wishes are known and the people you care about ar...
10/14/2026

Estate planning isn't just about documents.
It's about making sure your wishes are known and the people you care about are protected. A little preparation today can provide peace of mind for years to come.

This article explores why successful investing often has less to do with perfect timing and more to do with consistency,...
10/08/2026

This article explores why successful investing often has less to do with perfect timing and more to do with consistency, patience, and a well-defined plan.

Here's a framework that satisfies both the head and the heart.

A good financial plan isn't about predicting the future.It's about preparing for it and making thoughtful decisions alon...
10/07/2026

A good financial plan isn't about predicting the future.
It's about preparing for it and making thoughtful decisions along the way. Taking time to review your goals today can make a meaningful difference tomorrow.

Mike attended the BlackRock Forum this week, where industry leaders shared insights on the High Net Worth Practice of th...
10/07/2026

Mike attended the BlackRock Forum this week, where industry leaders shared insights on the High Net Worth Practice of the Future 2.0, differentiated portfolio solutions, and innovations in ETFs. A highlight was hearing from Rick Rieder, BlackRock’s CIO of Global Fixed Income, and other experts discussing trends shaping the future of wealth management.

Always valuable to bring fresh perspectives and ideas back to better serve our clients!

As another quarter comes to a close, it's a good time to reflect on progress, revisit goals, and prepare for what's next...
09/30/2026

As another quarter comes to a close, it's a good time to reflect on progress, revisit goals, and prepare for what's next.
Small adjustments today can lead to meaningful results over time.

The world is more connected than ever.Changes in trade, resources, technology, and global policy can have ripple effects...
09/23/2026

The world is more connected than ever.
Changes in trade, resources, technology, and global policy can have ripple effects across industries and communities. Staying informed helps create better perspective.

Countries around the world are placing greater emphasis on controlling critical resources. This article explains resourc...
09/17/2026

Countries around the world are placing greater emphasis on controlling critical resources. This article explains resource nationalism and why it has become an increasingly important topic in today's global economy.

LPL Research discusses resource nationalism: what it is, why it matters, and what are the implications for investors building multi-asset portfolios.

News headlines can move quickly, but long-term trends often tell a bigger story.Taking time to understand what's driving...
09/16/2026

News headlines can move quickly, but long-term trends often tell a bigger story.
Taking time to understand what's driving economic developments can help put day-to-day market news into perspective.

🌎 Energy markets continue to respond to geopolitical developments and supply concerns around the globe. This article exa...
09/15/2026

🌎 Energy markets continue to respond to geopolitical developments and supply concerns around the globe. This article examines the factors currently influencing oil prices and what they may mean for the broader economy.

LPL Research examines the latest developments in the oil market and how renewed geopolitical tensions are impacting supply.

Address

107 Georgian Place
Somerset, PA
15501

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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