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Our Firm


HISTORY

Since 1989 Box Financial Advisors has provided clients with tools and disciplines to achieve 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 29 years later, Box Financial Advisors consists of four financial advisors and seven support staff providing financial planning and investment advice for more than 750 households and more than $443 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