About Boyer Financial Planning

Boyer Financial Planning was founded in 1998 with the goal of assisting our clients in every aspect of their financial lives. We seek to provide the most personal service available, as we continue to strive for a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and well-being to provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to pursue your goals, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

Our Advisory Team

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. Our advisors and staff are dedicated to providing the resources of a large firm with the personal touch of a small practice.

Michael Boyer, CFP®

Founder

William C. Stoy, CFP®

Financial Consultant

Josh Barron

Financial Consultant

Donna S. Matieszyn

Practice Operations Manager

Jacqi Knox

Client Service Liaison

Jodi Thomas

Director of First Impressions

Awards & Recognition

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2026 Forbes Best In State Wealth Management Teams

2020-2025 Forbes Best-In-State Wealth Advisors

2022 "Best of Somerset County" Financial Planning Services

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, isbased on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

The"Best of Somerset County 2022" award is an award which is sponsored by the local newspaper, Somerset Daily American. Each year they open the award up to votes by the readers to nominate the local businesses in many different categories. MIchael Boyer/Boyer Financial Planning was nominated in the category of "Financial Planning Services" and won this after voiting was completed. Nothing was paid to be nominated and we did not nominate ourself.Securities, Investment Advice and Financial Planning offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Take the Mystery Out of Financial Planning

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