A native of the Lehigh Valley, Travis Boyer began serving his clients as a financial professional in late 2005.
Travis entered the field 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 professional credentials. 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, and joined the advisor team of Secure Planning Group, LLC.
In 2018, Travis expanded is services by adding a partnership with Wealthcare Advisory Partners, to offer products and solutions on a variety of platforms and highly specialized advisory strategies.
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). Additionally, Travis advises business owners and high net worth families navigate the strategic complexities of financial and estate planning, and succession concepts. Travis takes pride in working hard for his clients' best interests and building long-term, multi-generational 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.