My journey is about finding unique paths tailored specifically for each client. I believe in building trusting relationships. I am an active member of Women in Insurance and Financial Services (WIFS) and frequently honored at the annual Circle of Excellence awards. When I’m away from the office, I enjoy coaching softball and spending time with my family.
Boyer and Sappenfield Investment Advisors is an independently-owned financial services company with two locations in Illinois – Arcola and Villa Grove. We help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings, or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives. At Boyer and Sappenfield, we believe in using a teamwork approach to add a broader perspective and increased benefits to our clients.
We assist clients with retirement planning, retirement income planning, and are experienced with minimum distributions. We are committed to client service and developing trusting, long-term relationships with our clients. While no two clients are alike, we enjoy working with those whose approach to life – and their finances – reflects their mission statement. We specialize in creating strategies designed to address each individual’s specific situation.
The mission of the professionals at Boyer and Sappenfield Investment Advisors is to help people, who care about their family and others, live the life they want to live and become financially independent.
Check the background of Cambridge and investment professional(s) on FINRA’s BrokerCheck.
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Lisa Sappenfield Boyer, CFP®, Owner – Boyer and Sappenfield Investment Advisors, LLC. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Boyer and Sappenfield Investment Advisors, LLC are not affiliated.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.