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B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors was founded in 2008 and is headquartered in Lehi, Utah.
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors was founded in 2008 and is headquartered in Lehi, Utah. The firm positions itself as a comprehensive financial planning and investment advisory practice, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. Its service catalog spans investment management, retirement planning, insurance planning, tax strategy, education funding, and real estate planning, indicating a generalist wealth-management posture rather than a specialized institutional mandate. The firm's advisory model bundles asset management with ancillary financial planning services. It has not publicly disclosed a flagship fund structure, institutional separate accounts, or a dedicated alternatives platform. The registered service mix suggests a focus on managed equity and fixed-income portfolios, insurance products, and tax-aware planning for a primarily domestic, retail-to-affluent client base. Public records do not confirm direct private equity commitments, venture allocations, or participation in institutional co-investment club deals. Operational scale remains opaque: the firm does not report assets under management, advisory headcount, or total client households through public regulatory filings that could be independently verified. No additional offices, philanthropic foundations, or adjacent operating entities are documented in available public disclosures. In the absence of a recent press release or regulatory update, the firm's growth trajectory and current team composition are not externally confirmed. Structurally, B.O.S.S. Retirement Advisors operates as an independent advisory shop in a market segment dominated by consolidating registered investment advisors. Its differentiation lies in bundling retirement-centric planning with traditional wealth management — a model that appeals to pre-retiree and small-business-owner demographics in the Intermountain West. Without a disclosed succession plan or external capital partner, the long-term governance architecture remains a private matter.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lehi
Corporate office
Lehi, UT, United States
Sector focus
Frequently asked questions
What services does B.O.S.S. Retirement Advisors offer?
The firm provides investment advisory services, financial planning, retirement planning, insurance planning, tax planning, education planning, and real estate planning, according to public records and its stated service catalog. Clients include individuals, high-net-worth families, trusts, estates, charitable organizations, and corporate entities. The bundled service model is geared toward comprehensive financial planning rather than a single investment mandate.
What is B.O.S.S. Retirement Advisors' assets under management?
B.O.S.S. Retirement Advisors has not publicly disclosed its assets under management through firm communications or regulatory filings accessible in the public domain. No independent third-party publication has reported a verified AUM figure. The firm is classified as a private advisory practice without the public reporting obligations of a registered institutional asset manager.
Does B.O.S.S. Retirement Advisors invest in private equity or venture capital?
Based on available public disclosures, the firm has not indicated participation in direct private equity, venture capital, or alternative asset fund commitments. Its described advisory model is centered on managed public-market portfolios, insurance-based products, and tax-aware planning strategies. There is no public record of the firm operating a dedicated alternatives allocation platform.
Who founded B.O.S.S. Retirement Advisors and who leads investment decisions?
The firm was established in 2008 in Lehi, Utah. The founding principals and current leadership team have not been publicly identified through the firm's online presence or third-party profiles. Investment decision-making authority is not documented in available public records, and the firm does not currently list key personnel on its website or professional directories.
What geographic region does B.O.S.S. Retirement Advisors serve?
The firm is headquartered in Lehi, Utah, and operates within the United States. Its client base is understood to be primarily domestic, with a likely concentration in the Intermountain West region, though the firm has not published a geographic breakdown of its client accounts or explicitly limited its service area in public disclosures.
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