Broker Check

Our Logo


Box Financial Advisors bid farewell to 701 4th Ave South, and we moved into our new space at the AT&T Tower on November 14, 2022.

The vision for this new space is to: “Rewind into the Future.” We are moving forward and bringing the best aspects of the past with us, and our new logo and look is one of the things that represent these aspects of our move. 


Three areas received special attention as we created this new space.

1. Experience: specifically the physical environment:  Sometimes, virtual work and meetings are convenient and helpful; however, there are a lot of moments when we are trying to make significant decisions, and it is hard to do so at home with the dog barking at the squirrels. That’s why we believe it’s essential to meet and work in a space specifically designed to have meaningful discussions. This will result in the most thoughtful decisions about you, your family, and your wealth.

2. Personalized Attention: Automation in this world has been nice and, at times, very efficient … until it doesn’t work, and we can’t find anyone to help us figure out how to get what we need.  Our goal is to create a space so that when you come in and interact with our firm, you feel as though you are the only one we care for, and we understand your unique needs.

3. Energy of the Firm: we believe in the old saying, “Teamwork makes that dream work.” Unfortunately, we have found there is a significant loss of energy and excitement when the team is virtually fragmented, which is why this new space is going to be set up in a way that allows our teams to work collaboratively in new and exciting ways. We desire to foster creative ideas on how we can serve you in an Exceptional way.


Box Financial Advisors exists to create an environment where people can experience an exceptional life.




To support a worldview that honors God and anticipates a hopeful outcome


To act with complete integrity and ensure each client’s interest is our only interest


To skillfully provide creative solutions with white‚Äźglove service


To know clients and colleagues personally and care for them beyond their finances