# BOSS Financial Strategies

BOSS Financial Strategies is a RIA based in Plano, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Plano, United States
- **Region:** North America
- **Address:** Plano, TX, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** bossfinancialstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/boss-financial-strategies

## Regulatory record

- **CRD number:** 323781
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323781

## About

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.

## Sectors

- Pharmaceuticals
- Healthcare Services
- Real Estate

## People

- Patricia B. Miller — Founder and Managing Director

## 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.

## Related profiles

- [TwoGood Financial Services](https://altss.com/profile/twogood-financial-services-inc)

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Last updated: 2026-08-11T15:06:20.694Z

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