Back to Earth
“Every time we fall to pieces, we build something new out of the hurt” – Back to Earth, Steve Aoki,…
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Welcome to Boyar Wealth Management
Experienced Advice. Valued Partners.
There is a huge gap between client expectations and services rendered, so see how we can fill in that gap!
Find out what makes us different
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Who We Are
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.
More About Us
Our Approach
No one strategy fits everyone
Every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals, using the most efficient methods available.
01
Anticipate & Adapt
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur—keeping you on track toward a meaningful and purpose-driven financial future.
02
A Clear Roadmap
Providing a true roadmap with milestones so you know where you are on your path to financial well-being. When asked what makes us distinct, our clients tell us it is our availability and accessibility.
03
Informed & Confident
Keeping you informed of investment opportunities while striving to mitigate risk. You can be confident that you are truly collaborating with an experienced, qualified partner—for life.
What We Do
Comprehensive financial guidance
From financial planning to portfolio management, we offer a full spectrum of services tailored to your unique goals.
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.…
Learn MoreInvestment 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…
Learn MoreFinancial & Goal Planning
Your roadmap for pre- and post-retirement — a comprehensive plan built around your goals, risk, and time horizon.
Learn MoreRetirement 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…
Learn MoreInvestment Management
Fiduciary, customized investment management — no proprietary products, built hand in hand with your goals.
Learn MoreInsurance 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.…
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Our Process
A proven path to financial clarity
From your first financial discovery meeting to ongoing monitoring and communication, our nine-step process is designed to build a customized plan that evolves with your life.
See How It Works
01
Financial Discovery
02
Initial Meeting
03
Strategy & Needs Analysis
04
Develop & Design Your Plan
05
Presentation Meeting
Our Team
Experienced advisors who put you first
Our team of dedicated professionals brings decades of combined experience and a shared commitment to your financial well-being.
Client Voices
What our clients say
Relationships built on trust, accessibility, and results that matter to real families.
“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.”
“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.”
“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.”
The statements above 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.
Insights
Economic & Market Reports
Timely analysis and thought leadership from our market strategy team to help you stay informed.
The Memory Squeeze
The AI boom’s biggest supply constraint right now isn’t GPUs. It’s memory. Every AI server in every data…
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Market Momentum
In this week’s GVA Market Insights, our Asset Management team explores: Equity markets have surged over 10% since…
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