Our Services

We meet our clients where they are in their financial course and guide them to where they want to be by implementing a sustainable financial strategy.

Learn more

Our Resources

A consistent source of financial expertise, offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.

Learn more

Our Team

At Boggs & Company, we believe it’s not only about your wealth, but what your wealth can create for you and your loved ones. Regardless of what wealth means to you, your finances play a significant role in your ability to truly enjoy life and all of its meaningful experiences. Our multigenerational firm works together with you to prepare and plan for your lifelong ambitions.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more
<sup>Welcome to</sup> Boggs &#38; Company <sup>Wealth Management</sup>

Welcome to Boggs & Company Wealth Management

As a multigenerational firm, we embrace our unique perspective and distinctive approach. We’re able to offer exceptional service because our diverse team embodies our values. 

  • A consistent source of financial expertise
  • Sophisticated wealth management strategies
  • Preservation and transfer of generational wealth
  • Special needs trust
Learn More

OVER 200 YEARS OF EXPERIENCE ACROSS THE TEAM

Becoming a part of our firm means our clients have a financial advocate on their side who is committed to their financial future. We honor their point-of-view and enrich their lives by proposing opportunities that can work for them today, tomorrow and for generations to come.

How We Work

We meet our clients where they are in their financial course and guide them to where they want to be. Connecting every significant element of their life and applying a systematic approach, designing and implementing a sustainable financial strategy.

Planning for Retirement

We help you plan for your retirement goals.

Learn more

Business Services

Strategies designed for every stage of business lifecycle.

Learn more

College Savings Plan

Cost effective college savings strategies.

Learn more

Estate Planning

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more

Insurance

Insurance strategies to protect your wealth for generations to come

Learn more

Special Needs Trusts

Years of experience have prepared us to guide you through your life transitions.

Learn more

Individual Retirement Account (IRA)

Ensure loved ones are cared for now and in the future.

Learn more

Our Services

Want to learn more about retirement, social security, or estate strategies? Explore services we offer.

Learn more

Explore Your Wealth Management Options

Before you can make the right decisions for yourself, your wealth and your future, it’s important that you choose a financial advisor who is not only competent but committed to you and your lifelong aspirations. At Boggs & Company Wealth Management, we embrace your individuality, placing you at the center of every recommended strategy for your portfolio, and extend every opportunity to optimize your wealth. Above all, you have options, and we’re here to guide you through your own exploration of what your wealth can generate, and advise you with an informed perspective through your financial decisions. 

Contact Our Team of Advisors Today

Thank you!
Oops!

Our Wealth Advisors

LARRY BOGGS

LARRY BOGGS

President & Founder

Read more
STEVEN STROUP

STEVEN STROUP

 Executive Vice President
Investment Officer

Read more
BRIAN KELLY

BRIAN KELLY

First Vice President
Investment Officer

Read more
MIRJHANA BUCK

MIRJHANA BUCK

Executive Vice President

Investment and Marketing Officer

Read more
PATSY STULLENBARGER

PATSY STULLENBARGER

First Vice President

Investment Officer

Read more
CADY KIRKWOOD RANKIN

CADY KIRKWOOD RANKIN

Investment Executive

Read more
Contact Us Today

Contact Us Today

Wealth management strategies to grow, preserve and transfer wealth.

Contact Us