LPL Financial

We guide. For life.

Welcome, we’re Boyer Financial Planning, Inc, a wealth management group in Somerset, PA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Founded in 1937, Waddell & Reed Inc. is one of the oldest mutual fund complexes in the United States. Located in Pittsburgh, Pa., it is also one of the leading asset management and financial planning firms in the nation. The company operates its business through its subsidiary companies, primarily Waddell & Reed Investment Management Company, Ivy Investment Management Company and Legend Advisory Corporation. Through its subsidiaries, Waddell & Reed Financial Inc. provides investment management, investment product underwriting/distribution and mortgage/financial planning services to clients throughout the United States.