Boyce Financial Group is a fee-based financial consulting firm headquartered in Vancouver, Washington. Founded by Ronald C. Boyce, a Certified Financial Planner and long time Washington/Oregon resident, the firm specializes in financial, retirement, estate planning and money management services to successful individuals, executives, business owners and their families since 1984. Our Investment Advisor Representatives manage assets of over 100 million and provide advisory services through Cetera Advisor Networks LLC, a FINRA registered securities broker-dealer. In practice since 1980, Ron has helped hundreds of individuals build and preserve wealth for brighter financial futures. Over the years, as clients have progressed through the various stages of affluence and wealth accumulation, philanthropic desires have naturally emerged as a heart felt part of the financial planning process. Through an array of personalized, charitable giving strategies, Boyce Financial Group has helped a host of clients leave significant and enduring legacies to both family members and the community as a whole. Guiding wealth along the path of greatest good according to each client's unique goals and personal values remains a key area of interest and specialization with us.
What makes us different?
Several factors distinguish us from other investment and financial planning firms. We uphold the highest standards of excellence and are committed to serving your needs. Our criteria for selecting clients preserves our ability to be accessible to resolve concerns and questions immediately and stay abreast of changes in the financial world. We continually research creative solutions and add a personal touch that is unrivaled. Our financial planning process includes taking time to listen to our clients. We thoroughly review financial documents and conduct research to create a customized strategy for each client. Because we do not represent any proprietary products, we can remain objective when developing a plan for a client. Our portfolios can be comprised of a wide range of investment vehicles and comb the market for the most competitive programs. We believe in teamwork, with Boyce Financial Group being the catalyst. We recognize the need to call upon other professionals, when warranted, in order to help manage your financial affairs. We have developed strategic alliances with highly qualified independent professionals to include Tax Attorneys, CPA`s, Estate Planning Attorneys and Insurance Professionals. Each specializes in a specific area of financial planning giving you experience and the knowledge to tackle your financial concerns.
How do we do what we do?
Independence is our greatest advantage over many financial professionals. Not tied to one provider or proprietary products, we are free to provide unbiased assistance, without any conflict of interest. We are free to design the most suitable investment program using an array of investment offerings. As a fee-based firm, our profits are predicated on the growth of our client’s investment portfolios. It is in our best interest to do what serves you best. We are permanently vested in our relationships and work hard to sustain your trust.
What are our core business values and Philosophy?
- We believe each client is unique and has special needs and circumstances that can be addressed successfully in a timely manner and at a reasonable cost.
- We believe a financial plan is always evolving and an annual financial health check-up is the foundation to a successful plan.
- We believe over time a well-allocated portfolio with effective stop loss strategies to minimize downside risk is an effective strategy to build wealth. We do not describe to a strict buy and hold philosophy.
- We believe a portfolio of successful money managers can exceed market returns.
- We believe the ‘tax tail should not wage the tax dog’—economics first then tax management.
How do we communicate with you?
- Quarterly newsletters
- Regular mailings/FYI’s
- Periodic telephone conversations
- Annual face-to-face reviews
- Online account access
- Consolidated quarterly performance statements (fee-based management program only)
- Periodic seminars
We invite you to work with us.
We believe in managing relationships, not just portfolios. We take our financial planning responsibilities seriously. Those who work with us know our success is tied to their success.