A complete list of active advisors currently associated with Boss Financial Strategies, LLC

Warmer can help you find a great advisor at Boss Financial Strategies, LLC or one who fits your needs even better.

Boss Financial Strategies provides discretionary portfolio management and financial planning services primarily to individuals, families, and trusts. The firm, founded in 2021 and offering advisory services since 2023, manages roughly $9.9 million for about 32 clients and does not impose an account minimum. The firm tailors portfolios to each client’s stated objectives and uses both fundamental and technical analysis to guide investment selection, asset allocation, and ongoing monitoring. Strategies range from long‑term buy‑and‑hold to short‑term trading and options transactions (including covered and uncovered strategies), and the firm conducts quarterly account reviews and generally operates with discretionary trading authority. A distinctive feature is that an adviser at the firm is also a licensed insurance agent and spends approximately 15% of their time offering insurance products; those sales generate separate commission income and are disclosed as a potential conflict of interest with mitigation measures and client choice to use other agents. The firm also does not vote client proxies (clients receive and vote their own proxy materials), which differs from many advisors that handle proxy voting on clients’ behalf.

To learn more about the advisors currently working at Boss Financial Strategies, 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.

Name	Location	Years of experience
Kevin Boss	Aldie, VA	4

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