Welcome, At Boyer and Sappenfield Investment Advisors, We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow through our financial planning and investment processes.
We create strategies that are tailored to your needs and goals. We do not believe in a one size fits all approach.
Our firm is a family firm started back in 1983 by our founder Lisa Sappenfield Boyer, CFP®. Since the creation of the firm she has brought her brother Daniel G Sappenfield, CFP®, her son Stan G. Boyer, and nephew Drew G. Sappenfield into the business. Along the way the family aspect was extended to include John B. Bennett, CFP®. The firm also has an excellent support staff that adds to our ability to help and service the families in which we are lucky enough to call our clients. Our firm offers Big City Service with a Small-Town Touch.
Our team is positioned as guides in your lives, helping to answer various financial questions along the way, such as:
Will I have enough to retire?
How much house can I afford?
Is it better for my current situation to contribute to Roth or Traditional.
We guide you through the implementation of a Financial Plan in an effort to meet your goals and desired outcomes. We have 5 advisors (3 Certified Financial Planner Praticitioners) and support staff that aide in our ability to help clients through various situations.
Our financial advisors love to help navigate the intersection of life and financial preparation. With our team at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.
Boyer and Sappenfield Investment Advisors have two convenient offices:
Arcola, IL 102 E Main Street, Arcola IL 61910. Yellow building with green awnings and green metal roof directly North of the Post Office in Arcola. 1.217.268.3216
Villa Grove, IL 1 N Sycamore Villa Grove, IL 61956. Just North of the Train tracks on Route 36, Building directly South of the True Value. 1.217.832.3033
Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.
Dream big, have fun, and watch your finances grow.
With decades of experience, our investment gurus are always ready to support you in every way.
If you’re looking for tax knowledge that rivals the IRS, from the everyday tax issues to the obscure, we have you covered.
It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate plan perfect for your family's situation.
Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you generate wealth now, while we build the perfect tomorrow.
Arcola: 217.268.3216 - 102 E Main St
Villa Grove: 217.832.3033 - 1 N Sycamore