Our mission is to guide our clients and their families through financial matters by helping them build and/or retain the wealth they have worked so hard to create. We strive to:
Because we work closely as a team of CERTIFIED FINANCIAL PLANNER™ professionals, our clients benefit from more than 40 years of financial experience and two professional perspectives.
As independent advisors, we offer personalized financial strategies, not generic investment programs.
Ben and Joanna Boynton opened their Raymond James Financial Services branch in 1997 and have more than 40 years of combined experience in the financial services industry.
Both are CERTIFIED FINANCIAL PLANNERS™ professionals and graduates of the University of Florida with degrees in business administration and majors in finance. The Boyntons are proud to be amongst the top 5% of all independent offices within Raymond James Financial Services in fiscal year 2019 based on assets under management.
In June 2009, they received the Frank T. Gladney award that is presented annually to local citizens who best exemplify unselfish dedication through the devotion of time, energy, and numerous contributions toward the betterment and future of our community. This is the first time that this award has been awarded to a couple.
The Boyntons live in Loxahatchee with their two children, William and Catherine, their Sheltie, Lassito, and a small herd of purebred Hereford beef cattle. Ben is an avid antique collector and owns an 1870 stock ticker tape machine handmade by Thomas Edison. His other hobbies include hunting, scuba diving and barefoot water skiing. Joanna enjoys training for her upcoming marathons and spending time with her family in the outdoors. She has recently discovered her hidden talent for oil painting and now devotes as much time as possible to exploring her creative side.
Click "News and Events" to see Ben and Joanna's involvements within their local and international communities.
Over the years, we have assembled an outstanding client service team. They are known to our clients as being warm and friendly, yet incredibly professional and helpful. We are proud of our team.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.