Boyan Doytchinov
Hi there! 👋🏼 I’m Boyan, a CFA® charterholder and CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in wealth management. I help individuals, families, and business owners navigate complex financial decisions through personalized investment management, comprehensive financial planning, and thoughtful tax strategies. My approach is rooted in patience, attention to detail, and long-term thinking, with a focus on helping clients feel confident in their financial decisions and empowered to pursue what matters most to them.
Outside of work, I enjoy staying active through volleyball and skiing, spending time with my family, and staying involved in my community. I live in Port Washington, New York, with my wife, Lauren, our daughter, Sophie, and our Samoyed, Mecho. I believe financial planning is about more than managing wealth—it's about building a strong foundation that allows you to live confidently and pursue your goals and passions.
Our team
At Osnova Wealth, we believe lasting financial confidence begins with a strong foundation. Founded by Boyan Doytchinov, CFA®, CFP®, Osnova Wealth provides personalized wealth management and comprehensive financial planning to individuals, families, professionals, and business owners navigating important financial decisions.
Our approach combines thoughtful investment management, proactive tax planning, retirement income strategies, and multigenerational wealth planning to help clients protect what they've built and prepare for what's ahead. With an intentionally boutique approach, we prioritize meaningful relationships, personalized attention, and clear guidance tailored to each client's unique circumstances.
Our team
At Osnova Wealth, we believe lasting financial confidence begins with a strong foundation. Founded by Boyan Doytchinov, CFA®, CFP®, Osnova Wealth provides personalized wealth management and comprehensive financial planning to individuals, families, professionals, and business owners navigating important financial decisions.
Our approach combines thoughtful investment management, proactive tax planning, retirement income strategies, and multigenerational wealth planning to help clients protect what they've built and prepare for what's ahead. With an intentionally boutique approach, we prioritize meaningful relationships, personalized attention, and clear guidance tailored to each client's unique circumstances.
How can I help?
Boyan Doytchinov, CFA®, CFP®, is a wealth advisor with more than 15 years of experience helping individuals and families navigate complex financial decisions with confidence. His approach combines investment management, comprehensive financial planning, and tax-efficient strategies to help clients build, preserve, and manage their wealth in alignment with their long-term goals.
Throughout his career, Boyan has worked with a diverse range of clients, including professionals, business owners, retirees, and individuals seeking guidance as their financial lives become increasingly complex. He specializes in portfolio management, retirement income planning, tax strategies, and estate planning, with a particular passion for helping clients make informed decisions around Roth conversions, charitable giving, and multigenerational wealth planning. Known for his patience, attention to detail, and strategic long-term perspective, Boyan takes pride in making complex financial topics approachable and tailoring his advice to each client's unique circumstances.
Boyan earned a Bachelor of Arts in Economics and a Master of Business Administration in Finance from Stony Brook University, where he also served as President of the College of Business student and alumni network. He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Boyan enjoys staying active through volleyball, skiing, and other recreational activities. He remains involved in his community and alma mater and lives in Port Washington, New York, with his wife, Lauren, their daughter, Sophie, and their Samoyed, Mecho.
Throughout my undergraduate and graduate studies, I completed several internships that exposed me to different types of financial advisors. Seeing firsthand the lasting impact they had on their clients’ financial well-being inspired me to pursue a career in financial services, ultimately leading me to become a financial advisor.
I work with a diverse range of clients, including DIY investors seeking guidance as their financial lives become more complex, professionals across industries such as engineering, healthcare, technology, law, education, and management, small business owners, and retirees. My focus is on helping clients navigate financial complexities and build strategies that align with their long-term goals.
My areas of expertise include portfolio management, comprehensive financial planning, tax planning, retirement cash-flow planning, and estate planning. I focus on bringing these elements together to create coordinated financial strategies that help clients navigate complexity, make informed decisions, and work toward their long-term financial goals.
I help clients navigate important financial decisions, from optimizing retirement income and planning for changes in income or tax circumstances to evaluating Roth conversion strategies, charitable giving, and multigenerational tax planning. My goal is to help clients make informed decisions that support their financial needs today while preparing for the future.
What sets my approach apart is the combination of patience, attention to detail, and strategic, long-term thinking. I take the time to understand each client's unique circumstances and am always willing to dive as deeply into the details as they would like. Clients have expressed appreciation for my ability to make complex financial topics approachable while keeping the bigger picture in focus. One client even described me as “a real financial advisor,” a compliment that reflects the level of care, thoughtfulness, and dedication I strive to bring to every relationship.
My favorite part of working with clients is helping them feel confident in their financial future so they can focus on pursuing the goals and passions that matter most to them. It's rewarding to know that a thoughtful financial plan can provide the foundation they need to make important life decisions with greater clarity and peace of mind.
I was drawn to Savvy because of its team-oriented approach and collaborative environment. Having a strong network of professionals and resources behind me allows me to better support my clients, bring additional perspectives to complex financial decisions, and deliver a more comprehensive, personalized experience.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.