Boss Financial Strategies, LLC

Overview

Boss Financial Strategies, LLC is a small, independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small-business owners. The firm combines fee-based investment management (percentage of AUM) with flat-fee and hourly planning engagements, and also operates as an insurance broker — a capability it uses to integrate life and annuity solutions into client plans when appropriate. Boss favors equity-oriented portfolios: exchange-traded equities make up the largest single allocation within its managed assets, and the firm’s stated preference is to build client portfolios around equity exposure while complementing that core with mutual funds and insurance-based or fixed-income solutions as needed. Given its clientele and structure — owner-operated, independent and not a multi-state adviser — the firm operates like a boutique advisor that caters to mass-affluent households that require hands-on planning and individualized portfolio construction rather than institutional-scale asset allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices