Jonas Boyer
CFP®, CLTC®
Triad Financial Advisors Inc.
Financial Advisor
Jonas Boyer
CFP®, CLTC®
Triad Financial Advisors Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jonas Boyer, CFP®, CLTC®
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
Jonas Boyer is a Greensboro, NC fee-only financial planner. Triad Financial Advisors provides comprehensive financial planning, investment management, and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonas Boyer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jonas Boyer is a CERTIFIED FINANCIAL PLANNER™ professional who joined TFA in February of 2020. Jonas spent the first two years of his career in Roanoke, VA in the insurance industry where he served several roles. In 2019, Jonas decided to pursue his passion for financial planning and investment management and joined Edward Jones in Roanoke, VA as a licensed financial advisor. Jonas relocated to Greensboro, NC to continue his career with TFA. Jonas believes in a comprehensive approach to wealth management and has focused his career on helping individuals and families set and achieve their financial goals.
Outside of the office, Jonas enjoys spending his time playing golf, traveling, and enjoying time with family.
Education
- Radford University
- B.S. -Economics and Political Science
Jonas Boyer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our mission is to help our clients and colleagues live, invest and retire with intention
TFA is a Fee-Only, independent Registered Investment Advisor (RIA) acting in a client’s best interests at all times, not just when it’s convenient for us. This sets us apart from bank and brokerage firms whose ability to act in your best interest may be compromised by commissions, affiliations, revenue sharing agreements, and/or product sales goals. The Fee-Only method of compensation is the most transparent and objective method available, and minimizes conflicts to ensure your financial advisor acts as a fiduciary. As a result, we do not sell products or receive commissions on any products or services.
Finally, we enforce our fiduciary duty by building unique life plans and implementing a disciplined investment strategy utilizing low-cost, institutional strategies.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jonas Boyer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jonas Boyer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jonas Boyer holds the Certification in Long-Term Care (CLTC®)The CLTC® (Certification in Long-Term Care) program was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Professionals learn how to mitigate these consequences by developing a plan to protect their clients and their families. The designation has been recognized and supported by The American College, CFP® Board, NAIFA, NAHU and major insurance carriers.
Contact Jonas Boyer
Office Locations:
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3623 N. Elm Street
Suite 102
Greensboro, NC 27455
