In today’s complex economy, wealth management encompasses so much more than just financial planning. Our clients’ lives are affected by numerous interdependent financial concerns and goals requiring the unique, integrated approach of Boyer & Corporon.

Credentialed Financial Management

Another factor unique to Boyer & Corporon is our in-house approach to investment management, led by Richard Boyer, CERTIFIED FINANCIAL PLANNER™ , and Chartered Financial Analyst®. Richard’s experience and body of knowledge mean our clients have the advantage of working with a professional investment analyst who is also well-versed in personal financial planning. The result is an effective, cohesive plan that is aligned with your investment objectives.

Below is a sampling of our comprehensive services.

Family Wealth Management
Family Office Services
Financial Planning
Portfolio Management
Estate Planning
Tax Planning
Risk Management
Retirement Planning & Monitoring
Investment Account Maintenance

Capital Management Division
Foundations & Endowments
Profit Sharing Plans