A complete list of active advisors currently associated with Box Financial Advisors, LLC

Warmer can help you find a great advisor at Box Financial Advisors, LLC or one who fits your needs even better.

Box Financial Advisors, LLC provides investment supervisory services and financial planning to individuals (including high-net-worth and accredited investors), as well as pension and profit-sharing plans and business entities. Services include ongoing portfolio management for individual and retirement accounts, the creation of client-specific investment policy statements, and advisory services to a special purpose vehicle offered through private placement. The firm’s investment process is grounded in fundamental analysis and a long-term asset-allocation approach, with portfolios constructed to align with each client’s goals, risk tolerance, and liquidity needs. Box Financial evaluates both public securities and alternative investments—such as private placements and private funds—and may employ limited hedging techniques when deemed appropriate. Compared with many peers, Box Financial serves as an adviser to a pooled special purpose vehicle and uses performance-based fee arrangements for that vehicle, with those offerings made via private placement documents to appropriately qualified investors. The firm is affiliated with an insurance agency and its representatives hold insurance licenses, and it periodically offers complimentary educational seminars, factors that may affect referral dynamics and suitability considerations for prospective clients.

To learn more about the advisors currently working at Box Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.