Travis Boyer
CFA®, CFP®
Parsec Financial
Senior Financial Advisor
Travis Boyer
CFA®, CFP®
Parsec Financial
Senior Financial Advisor
Parsec’s mission is to guide clients to financial security, and we have been doing that for clients for 40 years. It would be my pleasure to connect to discuss your financial goals to see if our services can be of assistance to you and your family. - Travis Boyer, CFA®, CFP®
Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide
Parsec Financial is a fee-only registered investment advisor (RIA) with $3.95 billion in assets under management as of Sept. 30, 2021. Parsec provides wealth management, tax planning, trust services and business retirement services to more than 1,925 individuals and businesses in six offices across North Carolina.
Travis Boyer is a Chartered Financial Analyst charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner . He is a member of the CFA Institute and NAPFA. He holds a Bachelor of Science degree in business administration from the University of North Carolina at Chapel Hill. Prior to joining the firm in 2012, Travis worked as an analyst with Wells Fargo Advisors and as a client service associate with Edelman Financial Services. In his free time, he enjoys chasing his dog around WNC’s hiking trails with his wife.
Travis 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.
Parsec Financial is a fee-only registered investment advisor (RIA) with $3.95 billion in assets under management as of Sept. 30, 2021. Parsec provides wealth management, tax planning, trust services and business retirement services to more than 1,925 individuals and businesses in six offices across North Carolina.
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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Travis 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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Travis 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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Travis Boyer is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Travis Boyer is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Contact Travis Boyer
Office Locations:
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6 Wall Street
Asheville, NC 28810
