Box Financial Advisors

CONNECT

Address:

701 4th Avenue South, Suite 1710
Minneapolis, MN 55415

Phone:

612-347-7809

Fax/Other:

612-313-7524

Our Firm

Faith  |  Trust  |  Excellence  |  Care

HISTORY

Since 1989 Box Financial Advisors has provided clients with tools and disciplines to acheive an exceptional life. Our founder, Phil Box, recognized that providing clients with a clear and understandable financial plan and following that plan was the best way to accomplish our mission. This philosophy worked, and 27 years later, Box Financial Advisors consists of four financial advisors and seven support staff providing financial planning and investment advice for more than 450 households and more than $325 million in assets under advisement. 

MISSION

Box Financial Advisors exists to create an environment in which the client, financial advisor, and staff can experience an exceptional life.

 

VALUES

FAITH - TRUST - EXCELLENCE - CARE

  • Faith
    • Our primary goal is to honor God by working hard and serving our clients to the best of our abilities
  • Trust
    • We honor the trust our clients place in us, and we ensure our clients' interest is our only interest
  • Excellence
    • We are passionate about achieving excellence in all we do
  • Care
    • We care about our clients on a level beyond finances

PROFESSIONAL DESIGNATIONS

Box Financial Advisors is committed to the ongoing education of our advisors. All of our financial advisors maintain certain professional designations. The designations maintained among the advisors include:

  • Behavioral Financial Advisor™ (BFA™)
  • Certified Financial Planner® (CFP®)
  • Chartered Advisor in Philanthropy® (CAP®)
  • Chartered Financial Consultant® (ChFC©)
  • Chartered Life Underwriter® (CLU®)

You can find more detailed explanations of the standards and educational requirements for the designations HERE.

 

AFFILIATIONS

Box Financial Advisors has affiliated with the following companies in order to assist each of our clients in achieving their exceptional life. More information on our affiliations can be found HERE.