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, ChFC®
Peter is a Financial Advisor. Peter joined Boyd Financial Strategies in 2008. He is responsible for Financial Planning and Investment Management for Boyd Financial Strategies, Inc. He is also the Chief Operations Officer and specializes in Bond portfolio management, Financial Planning, Investment Model creation and Insurance. Peter is married and a father of two boys.
My name is Jack Boyd. I graduated from Bryant University in the spring of 2023. While attending Bryant, I majored in Finance and minored in Economics and Communication. Throughout my first two years of college, I spent time interning with Boyd Financial Strategies. In the summers of my Junior and Senior year I worked as a Financial Analyst Intern with The TJX Companies. During my time at Bryant, I was also a member of the Men’s Division 1 Golf Team. Over the next year at Boyd Financial Strategies, I will be studying to obtain my Series 65 and FINRA licenses.
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.
Review our Client Relationship Summary (SEC Form CRS).