Potential AUM Growth Target Boyce Financial Group as a mid-sized advisory with revenue between 10M-25M and a team of 11-50 employees for scalable asset management services, succession planning, and expanded advisory offerings to deepen client relationships.

Technology Enablement Leverage their existing tech stack (AWS, S3, Cloudflare, GM Suite, Google Tag Manager) to offer security, data integration, and digital client onboarding solutions that enhance efficiency and compliance for investment advisory operations.

Compliance & Oversight Position as a compliant broker-dealer and RIA relationship with Cetera Advisor Networks; propose advanced RIA governance, risk management, and advisor training programs to strengthen regulatory alignment and client trust.

Digital Marketing & Outreach Assist in expanding digital presence and client acquisition through AddThis and Tag Manager optimizations, paired with content marketing to reach high-net-worth households seeking personalized planning and wealth management.

Strategic Partnerships Offer partnership opportunities around equity planning, retirement income strategies, and taxable accounts to complement their bespoke financial planning approach and broaden service offerings to existing clients.