Doug Box joined Box Financial Advisors in 1995, where he takes pride in helping his clients live exceptional lives. Alongside his father, Phil Box, Doug helped build Box Financial Advisors on strong core values. Doug is now the majority shareholder and visionary for Box Financial Advisors.
As part of the Box Financial team, Doug’s mission is to guide high-net-worth clients through periods of transition. This mission has motivated him to provide the necessary tools for clients to experience an exceptional life. Doug believes that an exceptional life requires more than wealth, strong relationships, good health, or even faith, but rather a balance of these four ingredients. Doug created the Exceptional Life Project out of his passion to revolutionize the financial planning experience. In 1998, Doug created the Box Financial Investment Committee. Doug’s commitment to excellence and process improvements continually evolves the way that business is done at Box Financial.
Doug graduated from the University of Minnesota in 1995 with a degree in Finance and Financial Management Services. He currently holds his Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Behavioral Financial Advisor (BFA) designations to strengthen the impact he makes with clients during the financial planning process.
Doug is committed to the professional and ethical advancement of the financial services profession and participates in several industry associations, including the Financial Planning Association.
Doug enjoys being involved in the community and sharing his passion for planning. He has spoken at over 100 workshops and as a featured guest on WCCO radio.
Get to Know Doug:
- Doug recently celebrated 35 years of marriage with his wife, Jeanne.
- He is a devoted family man and the proud father of four children and grandfather of four grandchildren.
- Doug is a passionate writer and is currently writing a book.
Featured In:
- Out of the Box On Demand Q2 2026
- Out of the Box On Demand Q1 2026
- Expand Episode 4: Tax Planning & Tax Law Changes from The One Big Beautiful Bill
- Out of the Box On Demand Q4 2025
- Out of the Box On Demand Q3 2025
- Expand: Episode 3 - Elder Law
- Out of the Box On Demand Q2 2025
- Out of the Box On Demand Q1 2025
- Expand: Episode 2 - Estate Planning
- Out of the Box On Demand Q4 2024
- Out of the Box On Demand Q3 2024
- Expand: Episode 1 Charitable Giving
- Out of the Box On Demand Q2 2024
- Out of the Box On Demand Q1 2024
- Out of the Box On Demand Q4 2023
- Out of the Box On Demand Q3 2023
- Out of the Box On Demand Q2 2023
- Out of the Box On Demand Q3 2022
- Out of the Box On Demand Q2 2022
- Out of the Box On Demand Q1 2022
- Q4 2021 BFA Economic Outlook
- Q3 2021 BFA Economic Outlook
- Q2 2021 BFA Economic Outlook