BOS has been in the financial planning business for over 30 years. They combine rigorous and disciplined investment methodology with insightful financial planning while considering the totality of their clients’ financial lives.

BOS has a solid reputation in the financial advisor space with a roster of clients who have stayed the course for many years. To broaden BOS's prospect base, :MINT repositioned their brand to welcome a successful millennial audience ready to enter their own path to financial planning.