Continuous Improvement
Richard and Mindy shared a mutual desire to raise the bar on how clients were served and how investors reached their goals. By combining their complimentary skill sets they were able to offer clients more than either could alone.
They developed a national reputation for their expertise in the nuances of employer stock-incentive benefits for employees such as Incentive and Non-Qualified Options, Restricted Stock, ESPPs, etc. Showing clients how they could leverage these benefits to accumulate wealth soon led to significant growth of their business.
Learning a client’s story became increasingly important to their practice. They realized that financial planning was more than just getting good investment returns. Family stories and the financial planning around those life events became part of each client discussion.
Over the next several years, PaineWebber was purchased by UBS and they moved their partnership to H&R Block. Industry changes forced the idea of leaving the broker-dealer world and working as an independent, boutique firm.
Integrity
In 2007, they founded a Registered Investment Advisory (RIA) firm, simply named Boyer & Corporon Wealth Management, LLC (BCWM). The independence of the RIA created an opportunity to customize the wealth-management offerings and investment processes as well as the flexibility to create the best path any client might need to achieve their financial goals.
Since 2007, BCWM has experienced consistent, primarily organic growth, as current clients regularly refer new clients. However, they have always exercised care in controlling growth such that their clients continue to receive the highest levels of care and service.
Transparent Collaboration
BCWM adds team members ahead of growth, focuses on continuous learning, and deploys a team-oriented client service model that encourages regular collaboration. Key to this team-oriented model has been hiring highly-qualified people who bring complimentary skill sets; intelligence, sincerity, and the desire to build upon the strength of the company's foundation.
Intentionality
As BCWM grew (over $550 million under management as of January 2024), ensuring client peace of mind (the firm’s purpose) required a strategic plan for long-term continuity in order to provide care and service to clients for much longer than any individual’s career.
Therefore, 2016 brought the first wave of expansion in ownership and leadership as Laura Carley, Eric Clark, and Brian Hackleman became partners in the firm. 2018 brought the second wave, as Cindy Wysong and Cory Bloodgood joined the partnership team. And with the most recent wave in 2023, the partnership team has expanded once more with the addition of Sean Easterly.
In 2024, Eric Clark was appointed CEO to lead the firm's strategic initiatives.