813.254.9500 admin@johnboyerinc.com

John Boyer, Inc.

An Independent Registered Investment Advisory Firm. 

Stop Wandering. Start Planning.

John Boyer, CFP®

John Boyer, CFP® is a Tampa Bay fee-only financial planner and provides comprehensive wealth advisory services, financial planning, and estate planning to help families and individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor John Boyer, CFP® has a legal obligation to provide unbiased and trustworthy financial advice. The firm’s mission to to simplify clients’ lives by, first, putting their financial house in order and then collaborating with them to achieve their long-term financial goals.


Leverage 401ks, IRAs, Roth IRAs, and other financial vehicles to build wealth for your golden years. Strengthen your position using life insurance, disability insurance, and HSA’s. Determine saving strategies, withdrawal strategies, and the appropriate investments for your goal.


Entrepreneurs often struggle to determine which retirement plan is best for their business. As small business owners ourselves, we help clients understand the benefits and drawbacks of each option as well as understand the tax savings behind each option. 


For most families preparing your financial legacy is just as important as preparing for college and retirement.  We work closely with your Estate Planning Attorney to make sure that your financial house is in order while living and in legacy. 


Understand how your savings strategies and investments impact your tax returns. We will partner with your CPA/Tax Professional to find ways to defer or reduce taxes when the situation is right.


Learn how much you need to save for your children’s (or grandchildren’s) college education. There are a variety of financial vehicles that can help you save. Discover which one is best for your family.


As a Registered Investment Advisor we have a fiducary responsiblity to our clients. Our goal is to match your investments with your risk tolerance and determining your asset allocation based on your specific situation.


We help clients navigate retirement plans like 401(k)s, 403(b)s, PERS, and SERS. I can also help determine if various optional benefits (Health Savings Accounts, supplemental life insurance, and disability insurance) are right for you.


Many smart people feel left in the dark when it comes to their finances. We educate clients on the “why” and “how” of what we’re doing. Everyone deserves to feel like a participant and not a bystander in the decisions that shape their future.

Who We Are

Meet Your Team…



John Boyer, CFP®

John Boyer, CFP®


John is a Tampa native with over 30 years of experience in the financial industry. After graduating from the University of Florida, he began working together with his father at a large financial firm.  His father was able to pass on his 42 years of investment expertise and knowledge before he retired in 1992.   Those were critical years for John where he was able to gain tremendous knowledge and experience from his Dad.  

Eventually in 1995, because of John’s entrepreneurial “itch” and his desire to offer transparent and independent advice, he established his own independent financial planning firm.   John Boyer Inc., a Registered Investment Advisor, is a fee-based advisory firm registered with the Securities Exchange Commission.  John also holds the coveted CFP® designation which requires rigorous continual education and high ethical practice standards. 

He continues the legacy of offering financial planning services that his father began in Tampa over 75 years ago.  When he isn’t in the office, John enjoys traveling with his wife Tina and his two teenage sons.  He can also be found with his boys either on the lacrosse field or fishing for snook, redfish, and trout. 

Sarina Correa

Sarina Correa

Investment Advisor

Sarina attended the University of South Florida and worked for Hillsborough County Schools before joining our firm as  in 2001.  While on a quest to grow her career outside of the education system, she found a passion for helping clients achieve their financial goals and helping them plan for life changes. 

While she has worn many hats over the years, she is responsible for ensuring that clients’ needs are met with the highest standard of service.  Today she also handles the firm’s compliance and marketing needs, making sure the firm is offering the latest tools and technology to competitively serve our customer base.

Sarina enjoys spending time traveling and being mom to her teenage son. She is also the co-founder of a non profit organization based in Central Florida and enjoys mentoring small business owners locally and beyond to achieve a profitable business.  

Lori Sexton

Lori Sexton


Lori joined our firm in 2021 as Operations  Assistant and is the newest member of our team.

In her life before John Boyer, she was the office manager for the television production company that produced shows for Jack Hanna as well as National Geographic and Disney.  More recently, her career path took her to import management and bookkeeping before finding her way to the John Boyer firm. 

Drawing on her management skills and financial background, Lori handles the day-to-day operations of the firm and provides support to John and Sarina with client needs. 

Lori aspires to a lifetime of learning, enjoys adventure travel with her husband, has a passion for helping others, and loves every dog and cat on the planet.

Contact Us

We would love the opportunity to serve you and your family. Give us a call and let’s schedule a complimentary meeting.  We can meet in person, on the phone, or via ZOOM.


(813) 254-9500

1304 S. DeSoto Ave. #101 Tampa, FL 33606

M-F: 8am-4pm, S-S: Closed