Osaic Wealth
47yrs
Top advisor by experience in Worcester
41yrs
John Boyd is a financial advisor in Worcester, Massachusetts, with 41 years in the industry. John joined Boyd Financial Strategies in 1996, a firm offering financial planning, investment management, and retirement plan consulting. John holds the CFP® designation.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience in Massachusetts
Office255 Park Avenue, Suite 1000, Worcester, MA 01609
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$906,748
Advisors at the firm3
States licensed ?1 state
Services through Boyd Financial Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 1996 – nowBoyd Financial Strategies, Inc.Current firm
Contact John
(508) 754-3226Firm headquarters in Auburn, MA. Ask for John. 255 Park Avenue, Suite 1000Worcester, MA 01609Office · Get directions Firm websiteHTTP://WWW.BOYDSTRATEGY.COM
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Boyd Financial Strategies at (508) 754-3226 and ask for John Boyd. John works from the Worcester, MA office.
How long has John been a financial advisor?
John has been in the industry since 1985, about 41 years. Top 3% by experience in Massachusetts.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Boyd Financial Strategies reports being paid by a percentage of the assets they manage, hourly fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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