Kevin M. Boss

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.