A native of the Lehigh Valley, Travis Boyer began serving his clients as a financial advisor in late 2005.
Travis launched his career with Keystone Financial Management as a personal financial advisor. Growing out of this role, Travis accepted a territory and advisor team for M&T Securities. At M&T Securities, Travis expanded his services to offer Corporate and Executive planning as well as maintaining his personal clientele. In 2010, First Niagara Investment Services offered Travis an opportunity to join his talents with their company, and allow for the completion of his master’s degree. Accepting the role, Travis supported a large territory and licensed banker team, facilitated program growth as an Assistant Vice-President, and continued to offer Corporate, Executive and Individual planning services.
In 2016, First Niagara Bank was sold to Key Bank, and the acquiring firm would close their relationship with LPL Financial. After careful consideration, Travis decided to remain with LPL Financial as an Independent Financial Advisor, joining the advisor team of Secure Planning Group, LLC. Travis’s office is now located inside the Miller’s Insurance Building in Downingtown, PA.
While having extensive experience in many fields, Travis has particular expertise advising clients in the healthcare, manufacturing, and education sectors (including PSERS educators and administrators). Travis takes pride in working hard for his clients' best interests and building long-term relationships.
In his downtime, Travis enjoys spending time with his wife Stephanie and two daughters, Emerson and Vaeda, skiing and outdoor activities, and driving his Jeep. Travis is active with his local government as a zoning officer, and regularly volunteers with various organizations.
If you have financial questions or concerns, please feel most welcome to schedule an introductory conversation with Travis today.