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Kevin M. Boss, MBA

Kevin M. Boss, MBA

Financial Advisor

With over 10 years of corporate leadership experience, I help clients transform their dreams into goals with measurable milestones using a values-based approach. With the support of a talented team of certified financial professionals, I create a comprehensive and personalized action plan that seeks to maximize the probability of achieving my clients’ financial goals. I meet with clients periodically to track progress towards their success and adjust their plan as life changes dictate.

As a fiduciary, I put my clients’ needs first and always act in their best interest. As an independent advisor, I am free to recommend only those products and services that address my clients’ needs. 

As a United States Navy veteran, I understand the challenges and benefits that military life brings to members and their families.  Although we specialize in helping federal employees, the military, and their families, all my clients place great importance in caring for family and their community.  They are determined to improve their quality of life by maintaining a financially healthy lifestyle and developing a meaningful strategy that supports their goals.  If that sounds like you, I look forward to hearing from you.

When not in the office, I enjoy spending time with my wife, children, family, and friends. My personal interests include golf, sailing, running, hiking, playing cards, and volunteering at our local church.