Our Affiliates

We are pleased to be an independent fee-based financial planning firm with a close affiliation with Pennsylvania Financial Group (PFG) and Walnut Street Securities.(WSS).

What this means to our clients is that we are able to conduct our business with no pressure from our affiliates to place any product or service with our clients. At the same time, should the need arise to provide support due to the death or disability of Geoff Boyer, both entities stand ready to service your needs. Our affiliation with Pennsylvania Financial Group and Walnut Street Securities assures you that there is a depth to our organization rarely found in an independent, fee-based financial planning firm.

Headquartered in State College, Pennsylvania, Pennsylvania Financial Group was founded more that thirty years ago as a life insurance agency with an emphasis on pension planning. Over the years it has evolved into a multi-faceted financial services firm, fielding over fifty financial professionals with expertise in all aspects of financial management.

Walnut Street Securities, based in St. Louis, Missouri, is a national broker dealer serving the needs of independent representatives throughout the United States. Providing a multitude of financial services, Walnut Street Securities is the back office of our financial planning practice, and helps to insure that our clients’ operational needs are being met with state of the art technology, brokerage products and services, and financial planning experts.