About

Chris has worked in financial services since 1990. He believes that portfolio management and advice begin with a comprehensive financial plan. Striving to provide clients with education and good counsel that will help them to achieve lasting financial security, Chris seeks to help those intent on a secure retirement.

As host of “Something More with Chris Boyd”, which was a radio show for 17 years and remains a personal finance podcast, Chris discusses investments, financial planning, taxes, insurance, and other subjects that highlight “what makes the money matters matter” with his guests. Chris resides on Cape Cod with his wife, Kristen, where they raised three children. Outside of the office, Chris enjoys pickleball, movies, and working with philanthropic organizations in his community. He has been a member of several FPA committees, including the One FPA Advisory Council. Chris has been a member of the FPA since 1998, was a chapter past president, and founder of the chapter’s Wicked Pissah Podcast.

Education

  • BA - Philosophy and Religious Studies, College of Holy Cross

Awards

  • InvestmentNews 2026 Top Financial Professionals - #971
  • Awarded 2/25/26 for the ranking year 2026.

Resources from J. Christopher Boyd

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Most investors eventually face a familiar dilemma: an investment that has grown so much that it now dominates their financial picture. It might be employer stock, a long-held equity position, a rental property, or even a business interest. While the growth is a sign of success, the embedded capital gains can make selling—and diversifying—feel prohibitively expensive.
4/7/2026
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Tax planning is often most effective when it aligns with timing—when income changes, when deductions are available, and when key provisions expire or phase out. The One Big Beautiful Bill Act (OBBBA) extends and introduces tax rules that may create planning windows for certain households, particularly retirees, homeowners who itemize deductions, and families saving for education. This article summarizes selected changes and outlines planning considerations commonly reviewed under OBBBA.
4/7/2026