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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.

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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Leaving a Legacy: Saving for Your Family's Financial Future

Leaving a Legacy: Saving for Your Family's Financial Future

Start taking proactive measures to safeguard your legacy and plan for your family’s financial future.
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6 Smart Money Habits for Building Long-Term Wealth

6 Smart Money Habits for Building Long-Term Wealth

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.
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A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
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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