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Boyd Financial Strategies, Inc.

Financial Planning, Investment Planning and Management in Worcester, MA

  • Financial Planning
  • Investment Planning
  • Management Services
  • Family Office Services

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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.

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)

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Better Business Bureau

SEC Registered Invesment Adviser (CRD 107505) - Certified Financial Planning Practioners Solictation of new clients limited to the Commonwealth of Massachusetts
© 2023 Boyd Financial Strategies, Inc. All rights reserved.  Privacy Policy  |  Site by PalleyAd

This website does not provide any investment advice or represent an offer to buy or solicitation to sell any security.  Boyd Financial Strategies, Inc. is registered with the US Securities and Exchange Commission as a Registered Investment Adviser.  While the firm maintains client relationships outside of Massachusetts under state or country exemptions, the firm or its employees do not solicit any new clients outside the Commonwealth of Massachusetts.

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