SJ BOYLE WEALTH PLANNING, LLC

Overview

SJ Boyle Wealth Planning, LLC is an independent registered investment adviser organized as a limited liability company that focuses on serving individual and family clients, including small-business owners. The firm’s advisory services center on financial planning and portfolio management for individuals and small businesses, delivered through a mix of percentage-of-AUM and fixed-fee engagements. Investment activity tilts toward public equities, with a stated preference for exchange-traded equities and ETFs as core building blocks. The firm is not positioned as a multi-state adviser, pension consultant, or capital allocator, and it does not identify as an active ESG investor. Investment decisions appear client-driven and discretionary, with the adviser managing client assets directly under discretionary authority. Where third-party solutions are used, SJ Boyle Wealth Planning leans on conventional instruments—mutual funds, ETFs, individual equities—and selectively on alternative exposure, primarily in real estate vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices