Our Firm
HISTORY
Since 1989 Box Financial Advisors has provided clients with tools and disciplines to pursue 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 32 years later, Box Financial Advisors consists of seven financial advisors and eleven support staff providing financial planning and investment advice to households and businesses. The firm oversees over $750 million in assets under advisement.
MISSION
Box Financial Advisors exists to create an environment where people can experience an exceptional life.