Boyer Financial Planning

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.

Price is only part of the equation.Whether you're running a business or making purchasing decisions, understanding value...
09/02/2026

Price is only part of the equation.
Whether you're running a business or making purchasing decisions, understanding value can lead to better long-term outcomes and smarter choices.

What an amazing day on the course! We are proud to have been part of the 30th Annual Pine Grill Open at The Club at Midd...
08/27/2026

What an amazing day on the course! We are proud to have been part of the 30th Annual Pine Grill Open at The Club at Middlecreek!
For 30 years, this event has made a difference in Somerset County, raising more than $190,000 for local community projects and organizations. Thank you to the organizers, volunteers, sponsors, and participants for making this year's tournament a success!

Building a successful business often means learning when to step back and empower others. This article explores why lett...
08/27/2026

Building a successful business often means learning when to step back and empower others. This article explores why letting go can be one of the toughest challenges for owners and leaders.

Be humble enough to be replaced, but confident enough to know there's no one else like you.

Technology continues to reshape how we live, work, and connect.As innovation accelerates, it's important to balance conv...
08/26/2026

Technology continues to reshape how we live, work, and connect.
As innovation accelerates, it's important to balance convenience with awareness, especially when it comes to privacy, security, and community impact.

Artificial intelligence requires massive infrastructure, and communities are increasingly weighing the benefits and chal...
08/25/2026

Artificial intelligence requires massive infrastructure, and communities are increasingly weighing the benefits and challenges of hosting large data centers. This article examines how local decisions could shape the future of technology.

The future of data centers may be shaped less in Silicon Valley or Washington and more in local communities, where a new “community contract” is starting to define what growth should deliver for everyone.

🏠 Connected devices make everyday life more convenient, but they can also introduce new risks. This article explores how...
08/20/2026

🏠 Connected devices make everyday life more convenient, but they can also introduce new risks. This article explores how technology can be misused and offers insights on protecting privacy and security at home.

Remote access to domestic devices is increasingly being used to manipulate, intimidate and disturb. Policymakers and tech companies are grappling with safeguards. How to protect yourself.

Giving can make a difference beyond the moment.Whether supporting local causes or helping organizations create lasting c...
08/19/2026

Giving can make a difference beyond the moment.
Whether supporting local causes or helping organizations create lasting change, thoughtful philanthropy can leave a meaningful impact on communities and future generations.

Giving can be about more than making a donation. Thoughtful charitable planning can help people support causes they care...
08/18/2026

Giving can be about more than making a donation. Thoughtful charitable planning can help people support causes they care about while creating a lasting impact for future generations.

A strategic guide to aligning charitable giving with long-term wealth, family, and legacy objectives.

📈 Gen Z may be early in their careers, but many are already thinking about long-term financial goals. This article explo...
08/13/2026

📈 Gen Z may be early in their careers, but many are already thinking about long-term financial goals. This article explores how younger workers are approaching retirement planning differently from previous generations.

Mike had a fantastic experience at LPL Focus this week in San Diego, networking with advisors, gaining insights from top...
08/13/2026

Mike had a fantastic experience at LPL Focus this week in San Diego, networking with advisors, gaining insights from top industry leaders, reconnecting with friends, hearing from Jesse Cole of the Savannah Bananas, and ending the week with an unforgettable Carrie Underwood concert!

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