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 serves individuals, families, and trusts with discretionary asset management and comprehensive financial planning services, including full plans, updates, and hourly consultations. The firm reports roughly $4.6 million in assets under management across about 25 client accounts and operates as a solo-advisor practice. The firm builds client-specific portfolios using fundamental and technical analysis, setting asset allocation and rebalancing targets based on documented goals and risk tolerance, and operates under discretionary trading authority. Investment options may include long- and short-term positions and option strategies (including covered and uncovered writing); accounts are reviewed at least quarterly and clients receive custodian statements and retain proxy voting responsibility. A distinguishing feature is that the firm’s principal also acts as a licensed insurance agent through the firm and spends about 15% of business time on insurance sales, receiving customary commissions—a disclosed activity the firm notes as a potential conflict and manages through fiduciary policies and disclosures. Other notable aspects for a firm of this size include no stated account minimums, a relatively small client roster given the reported AUM, and the principal’s ChFC professional credential.

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.