Why Choose Us
Our company was founded in 2000 by Paul Boggs. It was established on the principle that it is to be a client-driven company that puts the client’s needs above all else. The hallmark of R.P. Boggs & Co. is a high level of service combined with a consistent disciplined investment approach and extensive financial planning. We have steadily grown using this philosophy to where we expanded our team to include Derek Lewis and now Sam Swisher.
Our team has over 90 years of collective experience providing wealth management for individuals, their families, and their businesses. Our advisors have met rigorous professional requirements to obtain the Certified Financial Planner designation as well as Certified Public Accountant, Attorney, Masters in Taxation, and Registered Tax Return Preparer.
We believe that building capital means avoiding set-backs while maintaining steadily compounding returns. Combining a successful investment strategy and detailed tax and financial planning is the strength of our firm. This comprehensive structure we provide is the key to a meaningful relationship with our clients.
Fiduciary financial advisors such as R.P. Boggs & Co. are a small minority within the financial advisor industry. Fiduciaries have a legal obligation to act in their clients’ interests. They cannot, for instance, recommend an investment to a client just because it pays the advisor a high sales commission. Fiduciary advisors are free from most of the conflicts of interest that are associated with traditional brokers and advisors who accept sales commissions.
We are a “fee-only” firm which means we earn nothing on investment products so our only incentive is to generate good results for you.
We use low cost index and mutual funds plus individual stocks to keep internal investment fees low.
We operate on a team approach which allows you to access all of our firm’s experts.