Updated:
BOSS Financial Strategies
Boss Financial Strategies is an independent financial planning and wealth management firm. As a fiduciary firm, it provides values-based financial planning for...
BOSS Financial Strategies
Boss Financial Strategies is an independent financial planning and wealth management firm. As a fiduciary firm, it provides values-based financial planning for individuals, families, and business owners. The firm specializes in developing comprehensive, goal-oriented financial plans and acts in clients' best interest with transparency.
General information
Firm type
RIA
Year founded
2013
Location
Region
North America
Country
United States
City
Plano
Corporate office
Plano, TX, United States
Principals
Patricia B. Miller
Founder and Managing Director
Sector focus
Frequently asked questions
Who makes the investment decisions at BOSS Financial Strategies?
Patricia B. Miller, as founder and managing director, holds ultimate decision authority. The firm has not disclosed an investment committee or other named decision-makers, a structure typical of single-family offices built around a single principal's liquidity event.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: