Broker Check

Stay Informed on the Latest Market Insights

Visit our newsletter for professional insights, practical tips, and the latest updates to help you achieve your exceptional life.

Read the Newsletter
Independent Guidance to Support Your Goals

Independent Guidance to Support Your Goals

Since 1989, Box Financial Advisors has provided tools and solutions to help clients pursue what they enjoy and value. Our advisors truly care about you and your goals as we help you make sense of your complex financial needs and guide you to the future you desire.

A Total Picture Approach to Your Finances

A Total Picture Approach to Your Finances

Our advisors bring a total picture perspective to develop a plan that guides your financial situation in the direction you want. We combine a values-driven mindset with strategic planning to guide you on a personalized journey toward living your exceptional life. 

Comprehensive Services to Guide Your Plan

We offer a range of services to help guide your financial situation and give you confidence in your financial decisions. 

Explore All Services

Who We Serve

Generational Wealth

Create an estate plan that reflects your values and ensures a smooth transition of wealth across generations.

Generational Wealth

Retirees

Receive tax efficient income strategies that address travel budgets, health care costs and long-term care needs.

Retirees

Pre-Retirees

Evaluate your current financial situation and develop strategies to ensure a smooth transition into retirement.

Pre-Retirees

Individuals & Families

Navigate every life stage and transition with confidence when you have the support and guidance of a team.

Families

Invest in Your Financial Literacy

Stay informed and empowered on your financial journey by investing time into your financial literacy. Check out our resources to get started.

Bi-Weekly Mortgage Payments

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Learn More
Pickleball in Retirement

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.
Learn More
How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.
Learn More
Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn More

Have a Question?

Thank you!
Oops!

Contact Us

Direct: 612-347-7809 

Fax: 612-843-4055


Corporate Headquarters

901 Marquette Ave

Suite 2800

Minneapolis, MN 55402


Blaine Office

10705 Town Square Drive NE

Suite 230

Blaine, MN 55449