Boss Financial Strategies, LLC

Overview

Boss Financial Strategies, LLC is an independent, owner-operated advisory firm organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Its client billing uses a mix of percentage-of-AUM, hourly charges and fixed fees. The adviser does not describe itself as an ESG investor and does not serve as a capital allocator to outside managers; its model centers on direct client advisory and plan implementation rather than acting as an institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices