CHEIF INVESTMENT OFFICER

Paul Boggs

 
 
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It All Started When

Paul started R.P. Boggs & Co. in 2000 with a vision of creating a professional office to serve the client in a fiduciary capacity. As a "fee only" firm, we earn no income from any products, so you can rely on the fact that our recommendations are in your best interests. We call ourselves teammates because we all have different specialties that when viewed as a whole are impressive.

Paul is also active in his community. He is involved with the River Hills/Lake Wylie Lions Club (President - 2005 and Lion of the Year recipient), York County Leadership, and serves as the investment advisor for the River Hills / Lake Wylie Lions Community Foundation.

 

 

Investing is truly about enjoying the journey. It is only in hindsight, after years of doing the right thing, that you get to sit down and appreciate the destination with the client.
— Paul Boggs
 

 

Area of Focus

All areas of Portfolio Investment, Research and Analysis, Chairs Firm Investment Committee, Overall Strategic Planning.

 

 

Education

B.S. in Finance, Miami University, Oxford, Ohio

 

 

Professional Designations

CFP®, Certified Financial Planner

 

 

Work Background

  • Edward Jones - Investment Advisor, 4 Years

  • R.P. Boggs & Co. - President., 2000 to present

 

LEARN MORE ABOUT

DEB DAGILUS
Director of Operations

DEREK MARTIN
Director of Planning

SAM SWISHER
Director of Wealth Management


 
 

Ready to Take the Next Step?

Schedule your complimentary
“Get Acquainted” meeting