Kevin Boss

Our mission at Boss Financial Strategies is to provide financial confidence through thoughtful, proactive planning.

With previous experience as an engineer, naval submariner, and corporate executive, I bring a unique blend of discipline, insight, and service to the role of financial planner and advisor. We use a values-based approach to ensure that your financial plan is tailored to what matters most to you. Beyond your initial plan, we're here to provide guidance for all aspects of your financial life with periodic discussions to assist with execution and any questions that may arise. I believe financial planning is a calling rooted in trust, long-term partnership, and helping others live with intention and experience prosperity. I value integrity and creating a meaningful plan aligned to your vision of success. Financial decisions should reflect what matters most to you. That’s why I create a personalized strategy that aligns with your values and supports your long-term goals. I provide honest, transparent guidance so you can move forward with confidence and clarity. I proudly serve individuals, families, and business owners, including those with military, government, or community service backgrounds, offering advice rooted in respect and shared purpose.