A complete list of active advisors currently associated with B.O.S.S. Retirement Advisors, LLC

Warmer can help you find a great advisor at B.O.S.S. Retirement Advisors, LLC or one who fits your needs even better.

B.O.S.S. Retirement Advisors provides investment advice and related planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary investment management, supplemental financial planning and consulting, and serves as a liaison to third‑party money managers and platform providers. The firm implements client strategies primarily by accessing model portfolios, model managers and third‑party managers through a co‑managed program with AE Wealth Management and through referrals to outside managers, and it reports approximately $1.38 billion in discretionary assets under management. Investment programs and fees are negotiated on a case‑by‑case basis, with B.O.S.S. providing risk profiling, paperwork assistance, ongoing oversight of outside managers, and receipt of a portion of third‑party advisory fees when referrals are made. Notably, B.O.S.S. relies heavily on external managers and program providers rather than maintaining comprehensive in‑house trading or portfolio management procedures; the firm does not vote proxies on clients’ behalf and delegates many operational and trading functions to the outside managers. The brochure also discloses ancillary activities by its representatives — licensed insurance sales, real estate services, and related publishing and marketing businesses — which the firm identifies as potential conflicts managed through supervisory procedures and client choice.

To learn more about the advisors currently working at B.O.S.S. Retirement Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.