Richard Boyer had worked as a broker for Kidder Peabody for 13 years prior to forming a business partnership with Mindy Corporon. As a Certified Financial Planner at that time, Richard realized that clients needed better guidance and reassurance that the assets they were creating were going to last their lifetime.
In 1992 Mindy Corporon began a career in the operations department of a regional investment firm and within 18 months had obtained her securities license. Eager to increase her industry knowledge, Mindy became a sales assistant to Richard at Kidder Peabody.
The rest they say, is history.
Richard and Mindy worked together for several months before realizing their mutual desire to raise the bar on how clients were served and how investors reached their goals. They both also recognized that within each, there was a special set of skills and personalities that could combine to offer clients so much more.
A partnership of Boyer & Corporon was formed in August 1994 when PaineWebber hired Richard and Mindy to initiate a new financial planning process to better their clients’ experiences with college funding, retirement planning and overall investment objectives.
The growth of their business throughout the 90’s was primarily due to the advice they provided to employees with Incentive and Non-Qualified Stock Options. Richard and Mindy capitalized on a deeper understanding of employee stock options, helping their clients create long term plans while minimizing taxes.
Together, Richard and Mindy began focusing on the process of wealth management planning by creating new and innovative ways to help clients achieve their goals with greater efficiency.
From 1994 to 2007, Richard and Mindy worked as partners under the umbrella of a broker dealer, first PaineWebber (later purchased by UBS), and then H&R Block Financial Advisors.
On September 4th, 2007, Boyer & Corporon Wealth Management, LLC was opened as a Registered Investment Advisor. Today, assets under management exceed $170 million and represent approximately 150 families and a variety of institutions.