Travis K. Boyer, MBA, AIF^®

TRAVIS BOYER brings nearly two decades of experience serving business owners, corporate executives, and private clients. A native of the Lehigh Valley, Travis began his career in financial services in 2005 and has since worked with multiple firms in advisory, supervisory, and leadership roles. 

Travis serves as an independent fiduciary to advisory clients through personalized financial planning. He also delivers succession strategies and guidance for high-net-worth individuals and families navigating generational wealth.

Travis has industry-specific experience in healthcare, education, manufacturing, retail, and automotive sectors, and supports the 2A and law enforcement communities. He works closely with clients and their tax and legal advisors during both planned transitions and unexpected life events.

Outside of work, Travis enjoys spending time with his wife, Stephanie, and their two daughters, Emerson and Vaeda. He stays active through skiing, outdoor activities, and community volunteering, including his local government and church.

If you have financial questions or concerns, don't hesitate to contact Tatiana DiSilvestro to schedule an introductory conversation with Travis.