Boss Financial Strategies is an independent financial planning and wealth management firm. Our mission is to provide financial confidence for individuals, families and business owners through thoughtful, proactive planning. We specialize in developing comprehensive, goal-oriented financial plans.

We help clients gain confidence and clarity in their financial lives. As an independent, fiduciary firm, we offer personalized financial recommendations rooted in your values, not just your numbers. Whether you’re preparing for retirement, managing life transitions, or simply seeking peace of mind, we help you chart a purposeful path forward with thoughtful advice, transparent guidance, and a plan tailored to what matters most.

We believe thoughtful, detailed planning can help you create a life that you immensely enjoy. Our approach is centered around the idea that your "why" is more important than the “what” or "how". From our initial meeting, we want to know what truly matters to you. Once we understand your values and establish your financial goals, we'll develop a personalized financial plan designed to meet your needs, wants, and lifestyle.

Beyond your initial plan, we're here to provide guidance for all aspects of your financial picture. By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.

Our Guiding Values

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Purpose-Driven Planning

We believe financial decisions should reflect what matters most to you. That’s why we create personalized strategies that align with your values and support your long-term goals. Leveraging our skills, education and industry experience, we provide you with informed financial strategies that align with each other and your priorities.

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Fiduciary Commitment

As an independent fiduciary firm, we act solely in your best interest—offering honest, transparent guidance so you can move forward with confidence and clarity.

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Serving Those Who Serve

We proudly serve individuals, families, and business owners, including those with military, government, or community service backgrounds, offering thoughtful advice rooted in respect, trust, and shared purpose.

Meet Your Advisor

Kevin M. Boss

Kevin M. Boss MBA

With the intense dedication of a naval submariner, the technical expertise of a nuclear engineer, and the leadership experience of a corporate executive, Kevin brings a unique blend of discipline, insight, and service to his role as a financial planner and advisor.

Drawing on a background that sharpened his analytical skills and deepened his commitment to integrity, Kevin approaches financial planning with a clear purpose: to help individuals, families, and business owners gain confidence and clarity in their financial lives. His values-based approach ensures that each client’s plan is tailored to what matters most—whether that’s preparing for retirement, a child's education, navigating a life transition, or building a legacy.

Kevin thrives in collaborative environments and has spent the past decade leading teams and solving complex problems in both corporate and military settings. He views financial planning not just as a profession, but as a calling rooted in trust, long-term partnership, and helping others live with intention and experience prosperity.

“Whether it’s a family member, friend, shipmate, colleague, or client, I’ve always found purpose in helping others achieve their goals. The epitome of that commitment lives in this work… advising with integrity, building trust, and creating meaningful plans aligned to each client’s vision of success.”

Outside the office, Kevin spends as much as he can with his wife, Mandy; their children, Brennan, Kallen, and Roselynn; and their dog, Mable. He enjoys golfing, running, sailing, and traveling with family and friends. He’s also an active member of his local church and community, always looking for ways to give back and stay grounded in service and fellowship.  He supports the Down Syndrome Association of Northern Virginia and Ronald McDonald House charities.

Confidence Starts with a Plan. Integrity Carries It Forward. 

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