# Financial Boss

Financial Boss is a RIA based in Plainview, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Plainview, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** financialboss.com
- **LinkedIn:** https://www.linkedin.com/company/financialbossorg

## Regulatory record

- **CRD number:** 319060
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319060

## About

Financial Boss is a fee-only financial fiduciary serving mid-career Millennial professionals who want to optimize cashflow, align money with their values, and retire early. The firm provides financial planning and investment management, including financial life planning, behavioral coaching, and customized ESG portfolios. It collaborates with clients virtually and uses a waitlist onboarding process.

## Sectors

- FinTech
- Media & Entertainment
- Consumer

## People

- John 'Financial Boss' Matthews — Founder

## Questions

### What is Financial Boss's investment strategy?

The firm operates as an angel investor and seed-stage backer, writing direct checks primarily into US-based fintech and consumer-technology companies. Its strategy includes evaluating media-for-equity arrangements, in which Matthews's platform provides promotional reach in exchange for an ownership stake. The focus is on tools that improve credit, automate savings, or monetize direct-to-consumer audiences (per the firm's public positioning).

### How does Financial Boss source deals?

Sourcing runs through a concentrated inbound funnel built on Matthews's personal brand. Founders with consumer-finance and fintech products frequently make contact directly via social channels, introductions from the creator economy, or through shared cap-table connections from prior angel rounds. The office does not maintain a public-facing application portal or a dedicated investment team for cold prospecting.

## Related profiles

- [Landseer Asset Management UK](https://altss.com/profile/landseer-asset-management-uk-llp)
- [Knecht Capital Management](https://altss.com/profile/knecht-capital-management-llc)

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Last updated: 2026-08-11T15:06:42.396Z

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