Boyer Financial Planning

Directions Website Contact the business

Boyer Financial Planning We are personal CFOs for our clients. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Financial advisor serving Somerset, PA, and beyond with comprehensive wealth management services like retirement planning, estate planning, investment management, tax planning, and insurance. 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. No offers may be made or accepted from any resident of any other state.

Veterans, we invite you to join us for our annual Veterans Day Breakfast Buffet. As a small token of our gratitude, Boye...
11/01/2026

Veterans, we invite you to join us for our annual Veterans Day Breakfast Buffet. As a small token of our gratitude, Boyer Financial Planning is honored to host veterans and their spouses for breakfast on Veterans Day, Wednesday, November 11, 2026, at the Somerset Country Club. Veterans are welcome to bring a veteran friend and spouse to attend as well. 📍 Somerset Country Club 416 Plank Road, Somerset, PA 15501 🕗 8:00 AM – 9:30 AM 🎟️ Stop by our office to pick up your tickets by 11/3. We look forward to honoring those who have served and sharing a morning of appreciation and fellowship with our local veteran community.

Business owners have a variety of planning opportunities available before year-end.This article explores several ideas w...
10/29/2026

Business owners have a variety of planning opportunities available before year-end.
This article explores several ideas worth considering while there is still time to act.

A few tax moves cost nothing today and simply need to exist by December 31. Here's what to put in place now, while the option is still open.

The best year-end planning often happens before the holiday rush begins.Taking action now can help create more opportuni...
10/28/2026

The best year-end planning often happens before the holiday rush begins.
Taking action now can help create more opportunities and less stress as the year comes to a close.

There are many misconceptions surrounding estate planning.This article offers a helpful opportunity to review common con...
10/22/2026

There are many misconceptions surrounding estate planning.
This article offers a helpful opportunity to review common concepts and identify areas where additional planning may be beneficial.

Estate planning helps you control the distribution of your assets after your death according to your goals and objectives.

Headlines can change every day.What matters most is staying focused on the decisions you can control and keeping your at...
10/21/2026

Headlines can change every day.
What matters most is staying focused on the decisions you can control and keeping your attention on the goals that matter most to you.

Veterans, we invite you to join us for our annual Veterans Day Breakfast Buffet.As a small token of our gratitude, Boyer...
10/21/2026

Veterans, we invite you to join us for our annual Veterans Day Breakfast Buffet.
As a small token of our gratitude, Boyer Financial Planning is honored to host veterans and their spouses for breakfast on Veterans Day, Wednesday, November 11, 2026, at the Somerset Country Club.
Veterans are welcome to bring a veteran friend and spouse to attend as well.
📍 Somerset Country Club
416 Plank Road, Somerset, PA 15501
🕗 8:00 AM – 9:30 AM
🎟️ Stop by our office to pick up your tickets.
We look forward to honoring those who have served and sharing a morning of appreciation and fellowship with our local veteran community.

10/20/2026

We want to send a HUGE thank you to the following businesses for being a Bronze Cauldron Sponsor for our Treats on the Track event! Your support and generosity are greatly appreciated! 🎃🏁

B**r Ream Co
One Stop Auto Sales- Collision and Service Center
K&D Auto Electric, Inc.
Boyer Financial Planning
1st Summit Bank
Carroll Law Offices
Friends of Pat Stefano
Somerset Jaycees
New Life Assembly of God
SDC Building Center
Brad Dively
Town of Shawleytown

Estate planning is one of the most meaningful ways to protect the people and causes that matter most.This article review...
10/15/2026

Estate planning is one of the most meaningful ways to protect the people and causes that matter most.
This article reviews important considerations that can help individuals and families create greater clarity for future generations.

Women may have unique estate planning concerns.

Estate planning isn't just about documents.It's about making sure your wishes are known and the people you care about ar...
10/14/2026

Estate planning isn't just about documents.
It's about making sure your wishes are known and the people you care about are protected. A little preparation today can provide peace of mind for years to come.

This article explores why successful investing often has less to do with perfect timing and more to do with consistency,...
10/08/2026

This article explores why successful investing often has less to do with perfect timing and more to do with consistency, patience, and a well-defined plan.

Here's a framework that satisfies both the head and the heart.

Address

107 Georgian Place
Somerset, PA
15501

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Alerts

Be the first to know and let us send you an email when Boyer Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Boyer Financial Planning:

Shortcuts

Share

Nearby accountants