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Paladin Research Report For:

Sally Boyle

SJ Boyle Wealth Planning LLC

CDFA®ChFC®CLU®CFP®
45 Lyme Road Suite 204A
Hanover, NH 03755
603-277-9953

About Sally Boyle

For 30 years, Sally has been working with individuals and business owners, providing financial planning and business succession advice.In 2010, Sally earned the esteemed Certified Financial Planner designation issued by the Certified Financial Planner Board of Standards, Sally is also well-versed in how real life can impact wealth planning. Once upon a time, she found herself in a protracted, 3-year-long litigated divorce. Since then, Sally has devoted herself to a holistic approach to financial management. A portion of her time as an advisor is dedicated to working with the financial side of divorce for couples who want to collaborate in the transition and come out ahead. She does this as a Certified Divorce Financial Planner at The Better Half. www.betterhalfdivorcefinancial.com

See Disclosures

General Information

Firm Start Year
  • 2015
No. of Employees
  • 2-4
CRD#
  • 1026790
Firm CRD#
  • 174158
Name of Custodial Firm
  • TD Ameritrade
States Licensed in
  • NH
Years of Experience in Financial Services
  • 30
Number of Years with Current Firm
  • 6
Work Experience
  • Principal SJ Boyle Wealth Planning LLC January 2011 to Present

    Principal Adviser with 37 years experience in formal fee based financial planning. My work addresses income tax and investment planning, fringe benefit planning, retirement planning and personal estate planning. SJ Boyle Wealth Planning is a Registered Investment Advisor with the State of New Hampshire offering fee based financial planning services and investment management services. Custodial services are offered through TD Ameritrade.

    Financial Advisor October 2007- December 2010 Morgan Stanley Smith Barney

    Working at Smith Barney was an excellent introduction to the investment world. Smith Barney's focus was the client.

    Financial Advisor June 2004- September 2007 Chittenden Securities

    Financial Adviser January 1983- July 1994 Cigna Individual Financial Services

    "Serve First and the pay will take care of itself." I've never forgotten their motto. I provided fee based planning to individual business owners and key executives concerning their personal estate and business succession planning. Executive benefits was a sub specialty.
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, ChFC®, CLU®, CDFA®
Securities Licenses
  • Series 6, Series 7, Series 22, Series 63, Series 66

Firm Information

Firm's Number of Clients
  • 92
Firm's Number of Planning Clients
  • 30
Firm's Number of Managed Clients
  • 62
Assets Managed by Firm
  • $30,000,000
Advisor's Number of Clients
  • 92
Advisor's Number of Planning Clients
  • 30

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500,000

Education

BSBA - Business Administration

West Virginia University
091972 -061976

CFP Designation - Financial Planning

A Kaplan Company
2011 -2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://adviserinfo.sec.gov/firm/summary/174158

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889973/paladinregistry-SJ-Boyle-Wealth-Planning-LLC-detailed-disclosure.html