• You Never Know Who’s Swimming Naked Until The Tide Goes Out.

    -Warren Buffett

  • About Us

    With over a decade of experience as a Financial Advisor and later Managing Director at Northwestern Mutual, Conor Boyd founded Thoroughbred Advisors with the goal of delivering a higher quality of planning, technology, and service experience to his existing and growing clientele. A consistent experience is delivered to our clients through Thoroughbred Advisors' Financial Planning Process.

    Thoroughbred Advisors has a network of Professionals whose expertise can be called upon during the Planning Process. These professionals may include CPA’s, Attorney’s, Pension Administrators, Actuaries, Insurance Underwriters, Financial Advisors and our Broker/Dealer and Registered Investment Adviser, Equity Services, Inc. (ESI) Conor Boyd is also a Registered Representative and Investment Advisor Representative of ESI. Securities, Financial Planning, and Investment Advisory Services are offered solely by ESI. Thoroughbred Advisors, LLC is independent of ESI.

    This process helps ensure our clients products, plans, and professionals are working efficiently toward their financial security and prosperity. Whether you are Entering the Starting Gate, Hitting Your Stride, or Coming Down the Home Stretch, Thoroughbred Advisors will be there every step of the way to help you win your race.

    Request a Conversation

  • When I am working on a problem, I never think about beauty but when I have finished, if the solution is not beautiful, I know it is wrong.



    Thoroughbred Advisors believe that Excellent Choices are driven by Excellent Context. We also believe that Comprehensive Plans are driven by a Comprehensive Process. We deliver both to our clients. Thoroughbred Advisors' Financial Planning Process is designed to bring context and process together, assisting our clients in developing a Clear Track to Financial Security and Expanding Prosperity.

    Many of our clients have a lifetime of products, plans and professionals they have accumulated over the years. Many of these products, plans and professionals are adequate but rarely have they been vetted within the context of a comprehensive plan. Our planning coordinates all aspects of your financial world and helps ensure that your products, plans and professionals are working toward your common interest. It is our job to implement this process and deliver the appropriate context so that you can be free to live the life you have imagined.

    Request a Conversation

  • This conversation can be a brief phone/virtual conference or a face to face meeting in one of our offices. Within 20 minutes of speaking with us, you will experience what sets our firm apart and how we might help. There is no cost for this meeting and confidential information will only be discussed if you are captivated with what you hear and choose to move forward in our Financial Planning Process. We give away our strategies immediately because we have found that potential clients want to quickly know why they should invest any of their valuable time with us. We will not disappoint!

    By this meeting you have a clear picture of who we are, how we work, what we will deliver, and what will be expected of you. This is a deeper meeting designed to learn about what you value, where you currently are, and where you want to be. Financial documents (i.e. Investment statements, wills etc.) will be gathered at this time or assigned as a follow up item. This meeting will give us a clear picture of your family and provide us the information necessary to complete and provide you with your Financial Plan.

    An Advisor will assess your risk exposure, and likely future track based on your current situation. If you do not have a clear picture of where you are headed…how will you know if you are on track? Our planning will not only show you where you are currently headed but also the steps you must take to get on track and stay on track!

    This is the fun part for you and for us. We will deliver your Financial Plan to you in one of our offices or a more convenient location. We will leave nothing to the imagination. Our strategies will be so clear, that you could literally take our work and implement it with another professional who is licensed to do what we do. In our experience, our clients are so impressed with our work and our process that they wouldn’t think of having another professional implement the plan. This however will be your choice.

    This part of the process often involves other professionals such as your accountant and attorney in addition to incorporation of new financial tools and strategies. As part of this implementation process we introduce our cutting edge aggregation software which allows our clients to have their own personal website with daily updates of their financial picture incorporating everything from employer sponsored retirement plans to liabilities such as your mortgage and many things in between. Click on any of the links under WHO WE SERVE to watch a video introduction to this technology.

    We meet with our clients at predetermined, regular intervals and on an as needed basis. We customize this to the individual needs and desires of the client. In addition to these prescheduled meetings, additional meetings will periodically be scheduled as external conditions require. We are proactive in outreach to our clients to make sure they remain on track and are kept abreast of any external changes that might impact their financial future.

    In our experience clients prefer a successful financial planner over an unsuccessful financial planner. They also prefer that we spend our time looking after their finances as opposed to spending time marketing. Study after study shows that people want to meet their financial planner through a trusted friend, coworker or family member. Our prosperity is your prosperity; don’t keep us a secret!

    Click to see

Financial Planning Process














  • Who We Serve

    Though our clients come from many different backgrounds and industries, they always have a couple values in common. Of these values nothing is more important than Family. Whether you are a young Doctor planning for the Financial Security of your growing Family; or a Business Owner planning for the efficient transition of ownership to the next generation; Family is at the forefront of your decision making.

    A second common value among our clients is a desire to protect their families and grow their assets. Whether in the prime of their career or happily retired, our clients know that their plans can often be improved and need consistent attention.

    This is where we come in. Our planning coordinates all aspects of our client’s financial world and helps ensure that their products, plans and professionals are working toward their common interest. It is our job to implement this process and deliver the appropriate context so that they can be free to live the life they have imagined. To your left, please find links to some of the groups we widely serve. These link to videos which illustrate the cutting edge technology we provide to our clients as part of Thoroughbred Advisors’ Financial Planning Process.

    Request a Conversation

  • Request A Conversation

    We know the value we bring our clients, but you have not yet been introduced to this. Within 20 minutes of speaking with us, you will experience what sets our firm apart and know whether further discussion is warranted. Initial conversations can be set up as a brief phone conference or face to face in one of our offices. These meetings are complimentary and will leave you with a clear picture of what we do and how we might be able to help. This conversation is purely informational. Personal information will only be discussed if you request to proceed with Financial Planning Process after learning more.

    1202 Troy Schenectady Road
    Building #2
    Latham, NY 12110
    Phone: 518-608-4608
    Fax: 518-250-5981

    1042 State Route 9
    Queensbury, NY 12804
    Phone: 518-480-3119
    Fax: 518-480-3158

  • Hidden Field


  • Careers

    Helping our clients realize their dreams while providing Financial Security for their Families has been one of the greatest blessings we could have asked for. It is an honor to share this journey day in and day out with so many great people.

    To realize our vision of bringing Financial Security and Thoroughbred Advisors’ Financial Planning Process to thousands of families, we need help. If you are college educated, with a Track Record of success but don’t feel you have yet realized all of your potential…We would like to have a conversation with you!

    Experience in the Financial Industry is of great value but not a prerequisite for exploring our opportunities. CFP’s, CPA’s and JD’s are also highly valued but not a prerequisite.

    If our site, or our words have struck you…please reach out to us for an informal conversation to find out if our opportunities are worth exploring.

    Request a Conversation

  • Licensing

    Conor F.P. Boyd is licensed to offer securities in the following jurisdictions:

    • Connecticut
    • Florida
    • New Jersey
    • New York
    • South Carolina

    Conor F.P. Boyd is licensed to offer insurance in the following jurisdictions:

    • Arizona
    • Connecticut
    • Florida
    • Massachusetts
    • North Carolina
    • New Jersey
    • New York
    • South Carolina
    • Vermont
    • Virginia 

    Request a Conversation

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck