Peter A. Boyd, ChFC®
Principal Financial Planner · Vice President
Peter joined the family firm in 2008 and became one of its investment advisers in 2022. He builds client financial plans, manages our individual bond portfolios for clients who need income, and runs the firm’s day-to-day operations.
Peter earned a bachelor’s degree in business from Becker College in Worcester and his Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services in 2021.
Peter is also a licensed insurance professional. Insurance is offered separately from our advisory services, and Peter is paid commissions on insurance he sells. Our Form ADV explains this in detail.
At a glance
- With the firm since 2008
- ChFC® (Chartered Financial Consultant)
- BA in Business, Becker College
- Based in our Auburn, MA office
See Peter’s background on the SEC’s Investment Adviser Public Disclosure site (CRD #5647772).
Talk With Peter
Call (508) 754-3226 or send us a note to set up a time.