Individuals and Families
Boyd Financial Group was originally formed to help address the financial needs of individuals and families, and they continue to represent the majority of the financial planning and investment management work we do today.
While our original clientele came largely from Selma and nearby towns, today we serve clients in close to 20 states, some as far away as Vermont, Arizona and California, and in several countries outside the United States.
From our initial meeting and throughout the investing process, in the midst of market and life events, listening to our clients and serving as their trusted counsel remain our highest priorities.
Institutional
Boyd Financial Group provides financial services to a number of non-profit organizations that look to us for help with investing and managing their endowments. Additionally, we provide asset management for community bank trust companies in our area.