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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Boyer Financial Services Inc.

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United States
Newport Beach, CA
Boyer Financial Services Inc.

A comprehensive wealth management firm with a 5-star hospitality approach. No offers may be made or accepted from any resident of any other state.

The registered representatives are with and securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org"
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

06/29/2026

Markets are climbing…but the story beneath the surface is more complicated.

The Dow closed above 52,000 for the first time, while the S&P 500 and Nasdaq rebounded after five consecutive losing sessions. Technology stocks regained momentum, and easing tensions between the U.S. and Iran helped improve investor sentiment.

But several questions remain.

- Will geopolitical stability last?
- Could persistent inflation force the Federal Reserve to keep rates higher—or even raise them again?
- And can today’s market leaders continue to justify elevated expectations?

Strong markets can create opportunity, but headlines and record levels should never replace a well-built financial plan. The most important question is not simply where the market goes next. It is whether your portfolio, tax strategy, income plan and estate structure are prepared for multiple possible outcomes.

We believe uncertain markets call for thoughtful planning…not emotional decision-making.

Is your financial plan positioned for what comes next?

— Jason R. Jacobi, CFP®
Registered Principal & Sr. Private Wealth Advisor

06/18/2026

We are proud to support the Pediatric Cancer Research Foundation and the mission to fund lifesaving research for children battling cancer.

As a member of the PCRF Board of Directors and Chair of this year’s Swing for Hope event, Jason Jacobi is honored to help advance a cause that has become deeply personal to our family.

Boyer Financial Services is proud to serve as a sponsor of Swing for Hope and stand alongside a community committed to making a difference for children and families affected by cancer.

Together…we can help create a future where every child has the opportunity to thrive. 🎗️⛳️🏌️

06/12/2026

Great day at the FPA and CFA golf tournament with our partners at Vest Financial, who work alongside us on our synthetic borrow strategy. Strong partnerships like these help us deliver even greater value and service to our clients.

06/04/2026

Great day on the course supporting Edison Football at the Chargers Golf Tournament. Mark and Markus were proud to represent Boyer Financial while connecting with our community and helping support local student-athletes. ⛳🏈

06/03/2026

Family is at the heart of everything we do. Both inside and outside the office.

05/27/2026

When Katy gets the guys together for a “quick” photo.

05/25/2026

On this Memorial Day, we honor the brave men and women who have made the ultimate sacrifice for our country.

Let us remember and cherish their legacy, as we reflect on the freedoms we enjoy today. 🇺🇸

05/19/2026

Today’s market conversation isn’t just about geopolitics. Why are investors paying attention to Iran?

Because oil matters.

When oil prices rise, inflation can follow. And inflation can affect interest rates, borrowing costs, business valuations, and markets. Investors are closely watching oil prices and Treasury yields as Middle East tensions continue to evolve.

This doesn’t mean reacting emotionally to headlines. It means understanding how global events can ripple through the financial decisions closest to home.

At Boyer Financial, we believe clarity matters.

05/14/2026

At Boyer Financial Services, we are always looking for ways to bring more thoughtful, sophisticated solutions to the families, business owners, and executives we serve.

Through Vest Financial’s synthetic borrowing solutions, Boyer Financial Services now has access to lending strategies that may help certain clients unlock liquidity without necessarily selling appreciated assets, disrupting a portfolio, or creating avoidable tax consequences.

This is another way we continue to combine independent advice with institutional-level solutions — while keeping each client’s family, legacy, and long-term goals at the center of the planning process.

Learn more on our website - www.boyerfs.com

04/28/2026

Please join us in welcoming Markus Boyer to Boyer Financial Services.

A former Division I offensive lineman at both Fresno State and UCLA, Markus understands the standard it takes to prepare, perform, and lead at a high level. He’s also spent years operating in high-performance, private environments, bringing a unique level of discretion, organization, and attention to detail into his work today.

That same discipline and consistency now carry over into how he serves the families and clients of the firm.

Markus brings a relationship-first approach, grounded in trust, accountability, and long-term thinking—core principles that define everything we do at Boyer Financial Services.

Outside of the office, he spends his time with his wife Cassidy and their son Bane, staying active and prioritizing family.

We’re excited for what’s ahead.

Welcome to the team, Markus!

Address

4063 Birch Street Suite 150
Newport Beach, CA
92660

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.boyerfs.com/

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