Financial Planning & Retirement Advisors
Helping individuals and families simplify retirement, manage investments, and make confident financial decisions—wherever you are.
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At Boyer and Sappenfield Investment Advisors, we understand that no two financial journeys are the same. Whether you're preparing for retirement, managing wealth, or navigating life changes, you deserve clear guidance and a team you trust.
As a family-led firm, we combine decades of experience with a relationship-first approach—so you can feel confident in every decision you make.
What Does a Financial Advisor Help With?
Comprehensive Financial Planning Services
Retirement Planning
Build a reliable income and secure your future lifestyle.
Investment Management
Design and manage portfolios aligned with your goals.
Tax-Aware Strategies
Make smarter financial decisions with tax efficiency in mind.
Estate Planning Guidance
Protect your legacy and your loved ones.
Lifestyle Planning
Align your finances with what truly matters in your life.
Employer Plan vs. Rollover Guidance
Not sure if you should leave your retirement savings in your employer’s plan or roll them into an IRA? We help you compare costs, investment options, and long-term flexibility so you can make a decision that supports your financial future.
A Family Firm You Can Count On
Founded in 1983, our firm has grown through generations while staying rooted in one core belief: financial advice should be personal—not transactional.
Our team is committed to long-term relationships, thoughtful planning, and helping you navigate every stage of your financial life.
Frequently Asked Questions
What does a financial advisor do?
A financial advisor helps you manage your money, plan for retirement, invest wisely, and make informed financial decisions based on your goals.
When should I start retirement planning?
The earlier you start, the more options you have—but it's never too late to create a plan and improve your financial future.
Do I need a financial advisor if I already have investments?
Yes. A financial advisor ensures your investments align with your long-term goals, tax strategy, and overall financial plan.
Let’s Build Your Financial Future Together
Whether you’re just getting started or refining your strategy, we’re here to help every step of the way.
Schedule Your Complimentary Consultation