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, COO, Financial Associate
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. He holds a Bachelors in Business.
Edgar Perry, Investment Analyst
Ed joined Boyd Financial Strategies, Inc. in October 2017, as a Financial Analyst. Ed brings over twenty years of experience in the Financial Industry. In his previous position, Ed worked as a specialist in investment analysis, asset allocation and portfolio construction. Prior to taking that position, Ed held the title of VP, Global Markets Analyst for Scudder Funds. His responsibilities included providing broad market commentary, as well as investment analysis. Ed received his MBA from Northeastern University.
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 Table of Fees for Services