Benjamin G. Boynton, CFP®
Joanna J. Boynton, CFP®

Our Purpose: The Difference

Our mission is to guide our clients and their families through financial matters by helping them build and/or retain the wealth they have worked so hard to create. We strive to:

  • Simplify wealth management for individuals and families with complex financial situations.
  • Provide an unbiased environment to support informed decision-making.
  • Offer the finest wealth management and financial planning services.
  • Provide a transparent environment where our clients understand how, and when, we receive compensation for financial planning or investment management services.

Because we work closely as a team of CERTIFIED FINANCIAL PLANNER professionals, our clients benefit from more than 40 years of financial experience and two professional perspectives.

As independent advisors, we offer personalized financial strategies, not generic investment programs.