Richard Boyer began his career in 1981 at the Wall Street firm of Kidder, Peabody, & Co. As a Certified Financial Planner, Richard knew that clients needed better guidance and reassurance that the assets they were creating were going to last throughout their lifetimes.
In 1992, Mindy Corporon began a career in the operations department of a regional investment firm and quickly obtained her securities license. She joined Kidder, Peabody in 1993 and began working with Richard there.
Together, Richard and Mindy quickly realized their mutual desire to raise the bar on how clients were served and how investors reached their goals. They recognized each of them had a special set of skills and personality that could combine to offer clients so much more.
The Boyer & Corporon partnership formed in 1994 when PaineWebber hired the two to initiate a new financial planning process to better their clients’ experiences.
The rest they say is history.
The business grew thanks to the advice they provided, particularly in the area of Incentive and Non-Qualified Stock Options. Richard and Mindy capitalized on a deeper understanding of employee stock-incentive benefits, helping their clients create long term plans while minimizing taxes. Soon they were focused on the wealth management planning process, creating new and innovative ways to help clients achieve their goals with greater efficiency. Richard and Mindy worked under the umbrellas of broker-dealers until 2007.
September 4th, 2007 began a new era. Richard and Mindy left the broker-dealer relationship to found their own firm. Boyer & Corporon Wealth Management, LLC opened as a Registered Investment Advisor with five team members managing $162 million in assets.
Each consecutive year has brought organic growth in terms of size and value of assets. BCWM has expanded following a client-driven model, adding team members to respond to market conditions, changing with the times and allowing them to be nimble in meeting client expectations. A key element has been to hire the right people who bring their own unique skill sets and personalities to the firm’s mix. Understanding that team members who feel valued take better care of clients, BCWM is thoughtful and determined to ensure a great working environment.
The firm cultivates outside relationships with those whom they trust and can rely on for additional support when needed. This allows them to pull in resources to broaden their clients’ access to a wider field of knowledge and information for informed decision-making and better results.