WHO WE SERVE

For over 8 years, Boyce Wealth has delivered comprehensive financial planning and wealth management services to business owners, high-net-worth individuals, and their families across the U.S. Below, you'll find the client profiles we serve best, and how our expertise aligns with their unique financial needs.



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High-Asset, Multigenerational Families

We serve families with over $1 million in investable assets who want a coordinated financial strategy to grow, preserve, and transfer wealth across generations.

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


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Company Officers and Executives

We work with executives who have complex equity compensation and $1 million or more in assets, helping them make informed decisions on taxes, investments, and retirement planning.

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


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Business Owners Planning Their Exit

We guide business owners with at least $1 million in assets through personalized exit strategies that maximize value and align with their family and retirement goals.

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


Icon of a family: two adults and one child.

Married Couples with College-Bound Children

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


We help dual-income couples with $1 million or more in assets plan for upcoming college expenses while staying on track with long-term retirement goals.

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Women Navigating Divorce

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


We help dual-income couples with $1 million or more in assets plan for upcoming college expenses while staying on track with long-term retirement goals.

Person with stars above head and badge with checkmark.

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


Rising Professionals

We assist high-earning professionals in their 30s and 40s who are building significant wealth and want a structured, long-term financial plan to support their evolving goals.

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Women in WealTh Preservation

We advise women aged 50 to 70, often divorced, widowed, or primary financial decision-makers, who have $1 million or more in assets and are focused on preserving wealth and caring for aging parents.

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)


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Ready to Start?

Schedule a no-obligation consultation to explore how Boyce Wealth can help you build, preserve, and transition your wealth with confidence.

Knowing the value of their business is vital for business owners to assess value creation, benchmark progress in strategic initiatives, and prepare for their eventual exit. At Boyce & Associates, we provide several levels of certified business appraisal for various needs. We perform business appraisals for mergers, partner buyouts, family and estate issues such as death/divorce, as well as for tax issues.

 

We are members of the National Association of Certified Valuators and Analysts (NACVA), and our work is governed by the Uniform Standards of Professional Appraisal Practice (USPAP)