Boyce & Associates (B&A) is a fee-based investment advisory firm registered with the SEC, providing full-service financial planning and investment services to private clients, including families, trusts and estates, endowments, foundations, and other non-profit entities, retirement plans, and business and business owners. Some of the characteristics of the firm include:
Founded in 2017 in Cedar Park, Texas
Stable and experienced staff of nine internal professionals
Conservative philosophy & disciplined investment process
The mission of Boyce & Associates Wealth Consulting is to achieve consistent, competitive investment returns for our clients based on a thorough understanding of their financial goals and objectives. We will carry out our mission efficiently and ethically. We will be accessible to our clients and provide timely and accurate communications. We will also provide our team with the tools and resources necessary to serve our clients.
We believe we exist to serve our clients
We believe that our people are the essence of the firm
We believe in maintaining the highest standard of integrity
We believe in maximizing value to our clients, associates, and stakeholders
We believe in supporting and reinvesting in our communities
Boyce & Associates Wealth is a member of the Society of Financial Service Professionals, the National Association of Plan Advisors, the National Association of Certified Valuators and Analysts, and the Association of Accredited Small Business Advisors.
Boyce & Associates Wealth is also a member and supporter of the Cedar Park Chamber of Commerce and the Leander Chamber of Commerce. Good corporate stewardship includes service to our community. Members of the firm volunteer our time with the Leander Educational Excellence Foundation, IncubatorEDU at Vista Ridge High School, Catholic Charities, the St. Davids Foundation, and many others.
OUR MEMBERSHIP & CERTIFICATIONS
3109 Kenai Drive, Ste. 107
Cedar Park, TX 78641