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“We see our customers as invited guests to a party, and we are the hosts. It’s our job every day to make every important aspect of the customer experience a little bit better.” Jeff Bezos

VALUE PROPOSITION : WHO WE ARE

What Makes Boyar Wealth Management Different ?


Fiduciary Responsibility

As Registered Investment Advisors we take on a fiduciary responsibility to our advisory and financial planning clients.  We take on this ethical relationship of trust with our clients by only making recommendations that we believe are in our client’s best interest.  The promise of a fiduciary is to put the client’s best interest first.

Commitment To Service

Meeting your individual investment objectives requires a high degree of investment expertise but also a superior level of client service. We pride ourselves in responding to client requests quickly.  A client will never have to wait longer than 24 business hours to get a response from our team.  We typically meet with our clients 2 to 4 times a year based on your needs or wants for periodic reviews.  We review and update your financial plan accordingly and everything that goes along with it. 

We Have A Competitive Fee Structure

The majority of our clients work with us on a fee basis.  We also offer brokerage services.  We are fee sensitive and competitive. We are fully transparent with what and how you are being charged. 

One of our primary goals is to develop a long-term, trusting relationship with you.

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