A complete list of active advisors currently associated with Financial Boss

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

Financial Boss Advisors LLC is a fee-only, state-registered independent adviser that offers individualized portfolio management and comprehensive financial planning to individuals, high‑net‑worth individuals, and families. The firm’s services include investment management (including use of independent managers and held‑away account management), ongoing planning retainers, and standalone financial plans. The firm emphasizes an asset‑allocation and modern portfolio theory approach, primarily implementing passive portfolios with strategic and tactical allocation and the option to incorporate socially responsible (ESG) strategies. Client engagements include a written investment policy, quarterly reviews, and educational guidance embedded in planning work—covering topics such as car‑buying and home‑buying advice, rental real estate analysis, and stock compensation strategies. A few features distinguish Financial Boss from many peers: it is affiliated with an in‑house tax and accounting firm (Tax Boss Advisors LLC) and includes tax preparation for advisory clients within its planning retainer while disclosing the resulting conflict of interest. The firm operates as a solo practitioner with a very small client base, reported $0 in assets under management as of December 31, 2025 despite offering percentage‑of‑AUM fees, and also participates in third‑party platforms (a held‑away account platform and Altruist’s model marketplace) and client education/workshop offerings.

To learn more about the advisors currently working at Financial Boss, 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
Justin Belkin	Plainview, NY	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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