Personalized Investment Management Since 1983
We build and manage portfolios in-house, adjusted to each client’s goals and comfort with risk, with retirement, college and family planning built in. You work directly with the people managing your money.
Why Families Trust Boyd Financial Strategies
How We Help
We help clients organize the moving parts of their financial lives with planning that is practical, coordinated, and specific to their goals.
Investment Management
Disciplined portfolio construction aligned with your risk tolerance, objectives, and time horizon.
Learn moreRetirement Planning
Income planning, withdrawal strategy, Social Security coordination, and retirement readiness analysis.
Learn moreGenerational Planning
Legacy planning, family conversations, and coordination with attorneys and tax professionals.
Learn moreCollege Planning
Education funding strategies that fit within the broader family financial plan.
Learn moreCash Flow & Expense Planning
Thoughtful budgeting and cash flow organization to support long-term goals.
Learn moreFamily Office Support
A concierge-style approach for clients who want greater coordination across their financial life.
Learn moreA More Personal Approach to Wealth Management
Large firms often offer scale. Smaller firms can offer something different: continuity, responsiveness, and the ability to tailor advice to the nuances of a client’s life. Boyd Financial Strategies is built for clients who value that difference.
- Direct access and responsive communication
- Customized planning, not cookie-cutter advice
- Coordination across investments, retirement, estate, and cash flow
- A relationship built for the long term
Meet the People You’ll Work With
A family firm since 1983. You work directly with Peter, John or Jack.
John R. Boyd, CFP®
With the firm since 1985. Leads our investment work and oversees compliance.
Read John’s bioPeter A. Boyd, ChFC®
Builds client financial plans and manages our individual bond portfolios.
Read Peter’s bioJack P. Boyd
Works with clients in Massachusetts and from our Austin, TX office.
Read Jack’s bioRecent Market Commentary
A strong advisory relationship includes education. These articles help prospects and clients understand how we think about markets, planning, and long-term decision-making.
Why Costs Are Up
Why inflation surged after Covid — and what diesel costs and rising interest rates could mean next.
Read articleIt’s About Time
Why the time frame you use to judge your investments changes everything — and how corrections look in perspective.
Read articleA Time of Uncertainty
Why markets dislike uncertainty — and how we manage risk when events rattle the headlines.
Read articleStart a Conversation About Your Financial Future
Whether you are planning for retirement, organizing investments, or looking for a more personal advisory relationship, Boyd Financial Strategies is here to help.