Your Values. Your Freedom.
Your Wealth.

We are financial planners who are fiercely dedicated to the promotion of traditional American values. We offer professional financial guidance, personalized income planning, wealth preservation strategies, and more.

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"Clarity brings peace"

-Aaron Boyce, President

What We Stand For

At Boyce Wealth Management, we believe you deserve to live the golden years of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you are looking for clarity in your financial life while aligning your conservative values with your investment strategy, we could be the advisors for you.

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Your Values

We’re honored to be a financial haven for families who uphold traditional values and are weary of entrusting their hard-earned money to firms that disregard these beliefs. It’s disheartening when, through mutual funds, exchange-traded funds, and 401(k) plans, we inadvertently back agendas that don’t align with our principles. But it doesn’t have to be this way.

We’re here to guide you in investing and planning successfully without compromising your values or letting corporations misuse your investments to undermine them. Firms who prioritize a left-wing agenda over generating profits for their shareholders are not a fit for a sound investment strategy. We refuse to do business with woke companies who adopt this ideological approach. And we make no apology for taking this stance.

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Your Freedom

The term “retirement” doesn’t resonate with us. We’d rather talk about “financial freedom.” That’s the real goal for everyone: How do we ensure our savings last a lifetime, even if we decide not to work again? More importantly, financial freedom paves the way for us to extend generosity to those less fortunate. As a fundamental belief, we stand for freedom of speech, freedom of religion, the right to bear arms, the sanctity of life, liberty, and personal accountability. We’re Americans, blessed with the liberty to carve out our own life paths.

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Your Wealth

You’ve already done the hard part. Saving money over the course of your life is a major accomplishment. It demonstrates your commitment to discipline and delayed gratification, which are fundamental virtues on the path of financial success. We value your efforts and commit to assisting you in safeguarding, growing, and preserving your wealth for you and your loved ones — because to us, family is everything.

How We Help

We’re not just here to manage your wealth. Together, we’re building better financial futures — and authentic relationships that help ensure we’re the last financial advisor you’ll ever need.

Investments

Your money should work for you, in ways that you’re comfortable with and align with your values. If you’re concerned about your money funding leftist/woke organizations, we can design a custom portfolio that matches your­­­­­ risk tolerance while steering clear of agendas you don’t support.

Insurance

Safeguarding your wealth and family is our priority. We’ll help you establish the right protections, preserving your hard-earned assets for future generations. Because the wealth you build today should be a gift that keeps on giving.

Planning

We believe every one of our clients deserves an income retirement plan. We’ll work side-by-side with you to create and deliver a strategy that speaks to your specific goals and needs.

Passions

We love addressing your financial questions and concerns. With more than a dozen years of experience as an advisor, Boyce Wealth Management President Aaron Boyce has found joy partnering with families to carve out their path to financial independence. Whether it’s discussing investments, strategizing, or just chatting about what’s on your mind, we’re here and all ears.

Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial plan that fits your lifestyle and risk profile, using the following services:

retirement-income

Retirement Income Strategies

wealth-management

Wealth Management

annuities

Annuities

investments

Investments

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IRA/401(k) Rollovers

asset-protection

Asset Protection Strategies

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Life Insurance

tax-efficient

Tax-Efficient Strategies

long-term-care

Long-Term Care Strategies

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Defined Benefit Plans for
High-Income Earners

Insurance products are offered through the insurance business Boyce Financial Services. Boyce Financial Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Boyce Financial Services are not subject to Investment Advisor requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Boyce Financial Services is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Schedule a Consultation

Meet Your Advisor

At Boyce Wealth Management, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

Meet With Us
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Aaron Boyce President and Financial Advisor

LEARN MORE

A natural problem solver, Aaron Boyce finds fulfillment helping clients, co-workers, and friends learn new ways to master financial matters. “Helping people win with money is why I got involved in the business,” he said. “Everything I have to offer my community is positioned with that goal in mind.”

Aaron is a financial professional who can offer both insurance and investment products and services. He pursued this career after recognizing the potential strain poor money management can put on families and has spent the years since consuming every finance- or Wall Street-related book or article he can find. Talking money is never dull for Aaron, who is eager to have those conversations with anyone at any time. “It has always felt wrong to me that so few people understand finances,” he said. “It’s my mission to educate as many people as I can so that they can have the best life possible.”

A graduate of Brigham Young University with a bachelor’s degree in accounting, Aaron founded Boyce Wealth Management in 2023 following an 11-year stint helping teachers and retirees for another independent advisory company. He and his wife, Kristen, live in Spring, Texas, with their four children and the family’s mini schnauzer, Luna. Outside of work, Aaron enjoys camping, playing sports, and serving in his church through missionary and relief efforts.

Aaron Boyce

President and Financial Advisor

A natural problem solver, Aaron Boyce finds fulfillment helping clients, co-workers, and friends learn new ways to master financial matters. “Helping people win with money is why I got involved in the business,” he said. “Everything I have to offer my community is positioned with that goal in mind.”

Aaron is a financial professional who can offer both insurance and investment products and services. He pursued this career after recognizing the potential strain poor money management can put on families and has spent the years since consuming every finance- or Wall Street-related book or article he can find. Talking money is never dull for Aaron, who is eager to have those conversations with anyone at any time. “It has always felt wrong to me that so few people understand finances,” he said. “It’s my mission to educate as many people as I can so that they can have the best life possible.”

A graduate of Brigham Young University with a bachelor’s degree in accounting, Aaron founded Boyce Wealth Management in 2023 following an 11-year stint helping teachers and retirees for another independent advisory company. He and his wife, Kristen, live in Spring, Texas, with their four children and the family’s mini schnauzer, Luna. Outside of work, Aaron enjoys camping, playing sports, and serving in his church through missionary and relief efforts.

Learn More

Attend an
Upcoming Event

Check back soon for more upcoming events!

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Schedule a Complimentary Consultation

When it comes to your financial future, 15 minutes could change everything. Click the link below to schedule your no-obligation visit and take the first step toward achieving financial freedom.

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