Travis Boyer| CFA, CFP®
Parsec Financial Management
- Fee-Only Financial Planning
- Financial Review
- Free Initial Consultation
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Analysis
- College Education Planning
- Cash Flow and Budgeting
Asheville, NC 28810
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Travis Boyer is a Asheville, NC Fee-Only Financial Planner serving Asheville and all surrounding areas. Parsec Financial Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Travis Boyer is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Travis Boyer returned home to join Parsec in 2012. He is a CFA charterholder as well as a CERTIFIED FINANCIAL PLANNER™ practitioner. Travis is a member of the CFA Institute and the CFA North Carolina Society. Previously he had worked as an Analyst with Wells Fargo Advisors and as a Client Service Associate with Edelman Financial Services. He holds a Bachelors degree in Business Administration from the University of North Carolina at Chapel Hill, where he also served as Co-Captain of the Carolina Boxing Club his senior year.
Bart Boyer founded Parsec Financial Management in Asheville, North Carolina, in 1980. The firm added a Charlotte office in 1999, the Southern Pines office in 2014 and the Tryon location in 2016. Since its founding, the firm has grown dramatically, now formed by a team of 16 financial advisors. Parsec managed $2 billion as of December 31, 2016.
Our mission is to help you set financial goals; make sound investments in accordance with those goals, and to manage your investments over the long term, always keeping your objectives in sight.
Meeting our mission requires objectivity and independence. This is why we provide wealth management on a fee-only basis. Unlike broker-dealers, we do not sell insurance or investment products, nor do we receive commissions in exchange for recommending certain products. Instead, we earn our fees as a Registered Investment Advisor who must at all times act independently and exclusively in your interest.
This means that as our client, you have our exclusive allegiance. Your interests will never be compromised by the incentive of a commission or a limited selection of products and services. Our success is driven by yours.