Scott Boyles, CFP
Fee-only financial planning for business owners & families
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Serving Clients Nationwide
Fee-only financial planning for business owners & families
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- Retirement Planning
- Taxes
About Scott Boyles, CFP
Hi, I'm Scott Boyles. I've been practicing financial planning since 2004 and earned my CFP® designation in 2007. Over the past two decades I've worked with business owners, families, and individuals at some of the most consequential moments of their financial lives.Most people don't need more information. They need someone to help them think clearly about the decision in front of them. That's what I do.
I founded Vonera Wealth on a simple belief — that there are moments in life that mark the beginning of something new. A new chapter. A new era. Having the right advisor in your corner at that moment makes all the difference.
Vonera is a fee-only practice. No commissions. No products to sell. Just independent, evidence-based advice fully aligned with your goals.
When I'm not at work, you'll probably find me at an SMU game, supporting local businesses, or attempting to fix my golf slice on the driver.
Are you a business owner or entrepreneur stressing about your future? Let's connect!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- XY Planning Network
Primary Location
Dripping Springs, Texas
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. No commitment, no pitch. Just a straightforward conversation about where you are and where you want to go. I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Vonera Wealth
At Vonera Wealth, the first thing we do is listen. We don't start with a process — we start with you. We genuinely want to understand where you are, what you're trying to achieve, and what truly keeps you up at night. The answers to those questions shape every decision and strategy that follows.I founded Vonera on a simple but powerful belief: that life is marked by moments that signify the beginning of a new chapter, a new era. Having the right financial partner in your corner during those consequential moments matters more than most people realize. The name Vonera is inspired by that idea.
Since 2004, I've sat across from business owners, executives, and families through some of the most significant financial decisions of their lives. I earned my CFP® certification in 2007. Over two decades, I've learned that most people don't need more information — they need someone to help them think clearly about the decision in front of them.
That's what we do.
I've also owned and operated a business outside of financial planning, which shapes how I think about the challenges my business owner clients face.
Vonera Wealth is structured to stay aligned with you. No commissions, no proprietary products—just advice that stands on its own.
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Advisory services offered through XYPN Sapphire, an SEC Registered Investment Adviser. Neither XYPN Sapphire, nor Vonera Wealth is responsible for content posted by third parties. Following other users, sharing content, or providing third-party links are intended to provide perspective and should not be considered endorsement, approval, or recommendation of other sites, companies, services, or individuals. For additional disclosures including the firm's ADV, please visit: XYPNSapphire.com/disclosures
Education
Southern Methodist University BBA, Finance
Hobbies and Interests
- Family
- Golf
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Living in Retirement
- Technology Professionals
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