Boyd Financial Strategies was established in 1983 with the sole purpose of assisting our clients in navigating the often confusing world of finance. Today we continue to deliver on that promise by helping our clients with budgeting, college planning, investment planning retirement planning and more. With every engagement, we offer unbiased advice with a goal to build strong, respectful and thoughtful relationships, always remaining true to our role as a trusted fiduciary adviser.
Rosemarie A. Boyd, CFP ®
Rosemarie is the founder of Boyd Financial Strategies and serves as the firm’s principal Financial Planner. She is responsible for all financial planning services and overall management of the firm. Rosemarie holds a bachelor’s degree in Political Science from Northeastern University (1970), and obtained her financial planning certification in 1985.
John R. Boyd, CFP ®
John joined Rosemarie in 1985, and serves as the firm’s principal Investment Adviser. He is responsible for all investment counseling services, portfolio strategy and regulatory compliance. John holds a master’s degree in Biomedical Engineering from Worcester Polytechnic Institute (1973), and obtained his financial planning certification in 1986.
Peter A. Boyd
Peter is a Financial Planning Associate. Peter joined Boyd Financial Strategies in 2008. He manages the daily operations of the company and provides full insurance reviews for clients as well as assisting John and Rosemarie with planning for clients. Peter also produces the “Financial Strategies with the Boyds” radio show on WTAG AM830 in Worcester. He holds a Bachelors in Business and is completing his CFP studies.
Information on Brokers and Investment Advisors can be found at the SEC’s Investor.gov
Review our Disclosure and Investment Advisory Brochure and Supplements CRD# 107505