BOSWORTH FINANCIAL, LLC
ORLANDO, FLORIDA

BOSWORTH FINANCIAL, LLC is a Registered Investment Adviser renowned for offering customized fee-only financial planning and investment advisory services. Under the leadership of Russell P. Bosworth, CFP®, the company assists clients in establishing actionable plans to achieve both quantitative and qualitative life goals supported by secure financial objectives. Russell Bosworth, the Founder of Bosworth Financial Services and serving as a seasoned Investment Advisor Representative with over three decades of expertise, leverages his comprehensive understanding of all major asset classes—including equities, fixed income, real estate, and commodities. His approach prioritizes long-term investment principles combined with personalized strategies reflecting each client's risk tolerance, cash flow requirements, and aspirations. Previously holding key positions at Merrill Lynch and MetLife and presiding over a successful consulting firm for major financial firms, Russell carries an impressive academic background. He holds an MBA from the Wharton School, an MA in Psychology from The New School, and a BA in Mathematical Economics from Brown University. Furthermore, his involvement with the School of Practical Philosophy underscores his commitment to a holistic approach to life and finances. Bosworth Financial Services prides itself on placing clients' interests first, striving for their success as their professional achievement. As fee-only planners, they maintain transparency by not accepting compensation tied to product recommendations. The firm adeptly navigates different market conditions while adhering to established investment principles, ensuring preparedness for both emerging trends and steadfast strategies. Operating from Orlando, Florida, with registration in New York and other jurisdictions as applicable, Bosworth Financial Services offers a comprehensive suite of advisory services without seeking engagements across unrestricted territories. The firm's operations are documented on their website at bosworthfinancial.com. Charles A. Bosworth serves as the current Manager, ensuring that company values and strategies continue to align with their clients' best interests. Bosworth Financial Services remains committed to delivering reliable, insightful advisory services, underscored by Russell Bosworth's legacy of trust and expertise. All content on their website is for informational purposes only, and any advice provided should be personally reviewed with a qualified advisor.