At Boyar Wealth Management, Inc, we are dedicated to providing personalized and comprehensive financial advisory services to clients across the nation. With a team of experienced professionals, we offer tailored strategies to help individuals, families, and businesses pursue their financial goals. Whether you're planning for retirement, managing investments, or navigating complex financial decisions, we are committed to guiding you every step of the way. Serving clients nationwide, we combine local insights with a broad perspective to deliver strategies that address your unique needs.

What makes Boyar Wealth Management Different?

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Fiduciary Responsibility

As Registered Investment Advisor Representatives we take on a fiduciary responsibility to our advisory and financial planning clients.  We take on this ethical relationship of trust with our clients by only making recommendations that we believe are in our client’s best interest. The promise of a fiduciary is to put the client’s best interest first.

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Commitment to Service

Meeting your individual investment objectives requires a high degree of investment expertise but also a superior level of client service. We pride ourselves in responding to client requests quickly.  A client will never have to wait longer than 24 business hours to get a response from our team.  We typically meet with our clients 2 to 4 times a year based on your needs or wants for periodic reviews.  We review and update your financial plan accordingly and everything that goes along with it.

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We have a Competitive Fee Structure

The majority of our clients work with us on a fee basis. We also offer brokerage services. We are fee sensitive and competitive. We are fully transparent with what and how you are being charged. 

Our Services

Financial & Goal Planning

Pre and Post Retirement comprehensive financial planning. Where your objectives, risk profile, and time horizon meet your long term life goals and retirement cash flow needs. Your Roadmap.

Investment Management

This works hand and hand with your financial and goal planning.  How are your investments working for you and interacting with each other?  Combining your investment profile with no proprietary products and the mentality of a Fiduciary, we can customize an asset allocation and product blend that is specific to you. 

Retirement  Planning

Whether you work in Corporate America or you are a Small Business Owner, we can help establish and manage your retirement plan investment needs; including Traditional and ROTH IRAs, or SEP IRAs, Simple IRA Plans, and 401Ks.

Insurance Planning

If you are searching for life insurance, long-term care insurance, or disability insurance, we can work with you to find the best solutions for your needs.  Insurance planning is a key component to wealth transfer and protecting your family now and in the future.

Retirement Management

Retirement is not the end of the road for managing money in retirement.  We help with solutions in assessing your situation and adjusting your plans as you move through life; including an analysis of your social security options and when the right time may be to start; RMD management pertaining to your cash flow and tax implications, and budgeting related to health and life expenses.

Securities Collateral Lending

LPL Financial has a referral program with several third-party banking partners that can provide securities-backed lending solutions to both individuals and businesses offering additional liquidity for cash flow, business needs, or real estate opportunities.

Education Planning

If you haven't noticed, education is quite expensive these days.  Saving for college, graduate school, vocation training, or even K-12, public, private, or religious schools can be more attainable with education planning.  We are focused and committed to helping you choose the right path for one of the most important aspects of your life, your child or grandchild's education.

Estate Planning Strategies

An estate plan is about more than end-of-life planning.  It's about planning for whatever comes your way during your lifetime.  You get to choose what you want to do with your assets you worked so hard for.  A sound estate plan adds a lot of clarity and confidence for you and your family.  Wealth transfer and guardianship are an integral part of financial planning.

Financial & Goal Planning

Pre and Post Retirement comprehensive financial planning. Where your objectives, risk profile, and time horizon meet your long term life goals and retirement cash flow needs. Your Roadmap.

Investment Management

This works hand and hand with your financial and goal planning.  How are your investments working for you and interacting with each other?  Combining your investment profile with no proprietary products and the mentality of a Fiduciary, we can customize an asset allocation and product blend that is specific to you. 

Retirement  Planning

Whether you work in Corporate America or you are a Small Business Owner, we can help establish and manage your retirement plan investment needs; including Traditional and ROTH IRAs, or SEP IRAs, Simple IRA Plans, and 401Ks.

Insurance Planning

If you are searching for life insurance, long-term care insurance, or disability insurance, we can work with you to find the best solutions for your needs.  Insurance planning is a key component to wealth transfer and protecting your family now and in the future.

Retirement Management

Retirement is not the end of the road for managing money in retirement.  We help with solutions in assessing your situation and adjusting your plans as you move through life; including an analysis of your social security options and when the right time may be to start; RMD management pertaining to your cash flow and tax implications, and budgeting related to health and life expenses.

Securities Collateral Lending

LPL Financial has a referral program with several third-party banking partners that can provide securities-backed lending solutions to both individuals and businesses offering additional liquidity for cash flow, business needs, or real estate opportunities.

Education Planning

If you haven't noticed, education is quite expensive these days.  Saving for college, graduate school, vocation training, or even K-12, public, private, or religious schools can be more attainable with education planning.  We are focused and committed to helping you choose the right path for one of the most important aspects of your life, your child or grandchild's education.

Estate Planning Strategies

An estate plan is about more than end-of-life planning.  It's about planning for whatever comes your way during your lifetime.  You get to choose what you want to do with your assets you worked so hard for.  A sound estate plan adds a lot of clarity and confidence for you and your family.  Wealth transfer and guardianship are an integral part of financial planning.

Financial & Goal Planning

Pre and Post Retirement comprehensive financial planning. Where your objectives, risk profile, and time horizon meet your long term life goals and retirement cash flow needs. Your Roadmap.

Investment Management

This works hand and hand with your financial and goal planning.  How are your investments working for you and interacting with each other?  Combining your investment profile with no proprietary products and the mentality of a Fiduciary, we can customize an asset allocation and product blend that is specific to you. 

Retirement  Planning

Whether you work in Corporate America or you are a Small Business Owner, we can help establish and manage your retirement plan investment needs; including Traditional and ROTH IRAs, or SEP IRAs, Simple IRA Plans, and 401Ks.

Insurance Planning

If you are searching for life insurance, long-term care insurance, or disability insurance, we can work with you to find the best solutions for your needs.  Insurance planning is a key component to wealth transfer and protecting your family now and in the future.

Retirement Management

Retirement is not the end of the road for managing money in retirement.  We help with solutions in assessing your situation and adjusting your plans as you move through life; including an analysis of your social security options and when the right time may be to start; RMD management pertaining to your cash flow and tax implications, and budgeting related to health and life expenses.

Securities Collateral Lending

LPL Financial has a referral program with several third-party banking partners that can provide securities-backed lending solutions to both individuals and businesses offering additional liquidity for cash flow, business needs, or real estate opportunities.

Education Planning

If you haven't noticed, education is quite expensive these days.  Saving for college, graduate school, vocation training, or even K-12, public, private, or religious schools can be more attainable with education planning.  We are focused and committed to helping you choose the right path for one of the most important aspects of your life, your child or grandchild's education.

Estate Planning Strategies

An estate plan is about more than end-of-life planning.  It's about planning for whatever comes your way during your lifetime.  You get to choose what you want to do with your assets you worked so hard for.  A sound estate plan adds a lot of clarity and confidence for you and your family.  Wealth transfer and guardianship are an integral part of financial planning.

Our Team

Testimonials

The statements below are testimonials by clients of the financial professional as of 3/07/2023, 4/04/2023 and 07/24/2023. The clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“Damon has been a very trusted advisor. Not just in terms of the market and investments, but on many personal levels. He understands the whole family picture and gives advice on college savings/funding, short- term funds, long-term care, and any idiosyncrasies that come up that are “outside the box” of regular financial planning. The small fee charged is easily worth it when you consider the overall benefit offered. Always quick replies and always easily accessible “

Edward Kissel – Boca Raton, FL
President at MobileSource

Working with Damon is always a pleasure. He is personable and very professional. I feel totally at ease with him handling my investments. There are periodic meetings set up to look at/discuss the happenings with the monies and I leave knowing things are in order. Thank you Damon for your hard work.

Peggy Kamin – Port St Lucie, FL
Retired

I have worked with Damon and Omar for over 6 years, and I can honestly say that it has been the best experience. Damon has been a wealth of knowledge and an incredible resource when it comes to maintaining financial health and growth through all of life's ups and downs. I would never trust my or my children's financial futures with anyone else.

Kathleen MacDonald – Palm City, FL
Leasing Consultant