A native of the Lehigh Valley, Travis Boyer began serving clients as a financial professional in 2005 via Keystone Financial Management. Over time, industry changes afforded Travis the opportunity to affiliate with other firms, such as M&T Securities, First Niagara Investment Services, and Key Investment Services. Through this progression, Travis gained valuable, real-world experience assisting business owners, corporate executives, and private client services. He also managed multiple regional advisory programs and served as a supervisory principal for teams of advisors.
Today, Travis is an independent fiduciary to advisory clients with Secure Planning Group and is supported by LPL Financial and Wealthcare Capital Partners. Travis offers a wide variety of planning services across a broad spectrum of the financial and insurance markets while maintaining personalized tailored plans for each client. With a physical office in Exton Pennsylvania, Travis builds and maintains client relationships across the country. He continues to offer personal financial planning services, along with corporate and small business planning, and business succession strategies. He also works with high-net-worth individuals and families as they navigate the complexities of generational wealth.
Through his years of service, Travis has specific industry experience in the medical/healthcare, education, manufacturing, retail, and automotive fields. He also has specialized credentials to support the 2A and Law Enforcement communities.
When out of the office, Travis enjoys time with his wife Stephanie and two daughters, Emerson and Vaeda. Often skiing, finding outdoor activities and driving his Jeep, Travis maintains a healthy work-life balance. He is active in local government, and regularly volunteers with various organizations and within his Church.
Travis takes pride in working hard for his clients’ best interests and building long-term, multi-generational relationships. He will work closely with you, your other tax and legal advisors, and will help you pursue your personal and financial goals. And, when unfortunate or unforeseen events occur, Travis aims to be on call and available to assist through difficult times. If you have financial questions or concerns, please feel most welcome to schedule an introductory conversation with Travis today.