Boyd Financial Strategies was established in 1983 with the sole purpose of assisting our clients in navigating the 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.
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 from the College of Financial Planning.
Peter A. Boyd, ChFC®
Peter is the firm’s principal Financial Planner. Peter joined Boyd Financial Strategies in 2008. He is responsible for overall operations, developing client financial plans and management of Fixed Income investments. He is also a licensed life insurance professional. Peter is a graduate of Becker College with a Bachelor of Arts degree in Business and received his certification from the American College of Financial Services in 2021.
Jack Boyd, Investment Adviser
Jack serves as an Investment Advisor and Analyst and is involved in all aspects of client support. He is a licensed insurance professional focused on the client use of Fixed Rate Annuities. Jack joined the firm in 2019 while still in college and joined the firm full time in 2023. He graduated from Bryant University in the spring of 2023 with a Bachelor of Science degree in Business Administration. While attending Bryant, he majored in Finance and minored in Economics and Communication. Jack obtained his Series 65 FINRA license in 2025 qualifying him as an Investment Advisor Representative (IAR).
Rosemarie A. Boyd, CFP ®
Rosemarie is the founder of Boyd Financial Strategies and served as the firm’s principal Financial Planner until her retirement in August of 2022. She continues as corporate President and retains an ownership interest in the firm. Rosemarie holds a Bachelor of Arts degree in political science from Northeastern University (1970) and obtained her financial planning certification in 1985 from the College of Financial Planning.
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