Boyce & Associates Wealth Consulting

Boyce & Associates Wealth Consulting

Boyce & Associates Wealth Consulting operates as a Registered Investment Advisor (RIA) structured around direct, fiduciary relationships with business owners, retirees, and families. The firm's public positioning centers on serving clients who hold concentrated wealth in an operating business or who face complex liquidity events — exit planning, divorce, and retirement income transitions — rather than mass-affluent accumulation. Morningstar, Yahoo Finance, or other external databases carry no listed fund vehicle under the Boyce name, consistent with its model of managing client portfolios on a discretionary, separately managed account basis and disclosing no third-party product conflicts. The firm deploys capital through in-house portfolio management, using what it describes as a conservative strategy aligned to capital preservation and principal protection. Its investment posture spans equity and fixed-income allocations constructed goal-by-goal, tax-efficient withdrawal sequencing, and business valuation services for owner-operator clients. Though no specific portfolio positions are published, the website details coordination with outside CPAs and estate attorneys, an insurance risk review overlay, and the use of 529 college-savings structures — indicating a multi-asset-class advisory capability across public securities, private business interests, and risk-management instruments. Geographic focus remains Texas-anchored, serving clients in Cedar Park and the surrounding Austin metropolitan region. Led by President and CIO Eric Boyce, CFA, the firm's planning division fields four Vice Presidents of Financial Planning — Lindsey Sharpe, Kelly Griggs, Jonathan McQuade, and Ian Kloc — who hold designations including CFP, AAMS, CDFA, WMS, and CRPC. No AUM figure is publicly disclosed, and the firm does not file a Form ADV summary brochure online. Its operational identity is that of a boutique RIA rather than a multi-family office or institutional manager; there is no mention of a related foundation, real-asset arm, or co-investor club. The firm's website, as of the latest scrape, emphasizes a no-commission fee structure and a six-step onboarding process anchored by a centralized "Financial Life Organizer" document. The advisory architecture differs from both product-distribution brokerages and purely automated platforms. By combining discretionary portfolio management with divorce financial planning (CDFA-certified), business valuation, and exit-readiness consulting under one fiduciary roof, Boyce & Associates serves as a general contractor for illiquid wealth. This model substitutes a single coordinated mandate — spanning the operating company, the personal balance sheet, and the post-exit retirement portfolio — for the multi-institution fragmentation typical of high-net-worth households. That integration, rather than scale or brand, constitutes the firm's structural differentiator.