A complete list of active advisors currently associated with Fox Financial Services, Inc.

Warmer can help you find a great advisor at Fox Financial Services, Inc. or one who fits your needs even better.

Fox Financial Services is a small independent registered investment adviser that provides discretionary portfolio management and integrated financial planning to individuals, high‑net‑worth clients, associated trusts and estates, pension and profit‑sharing plans, and charitable organizations. As of January 2026 the firm reported managing about $110.9 million for roughly 84 client relationships. The firm’s investment approach centers on tailored asset allocation, long‑term holdings, and periodic rebalancing guided by individualized investment policy statements and client risk profiles. Portfolios are implemented primarily with mutual funds — notably funds from Dimensional Fund Advisors and Fidelity — and account supervision is exercised on a discretionary basis; financial planning is offered as part of the advisory relationship rather than as a separately billed service. Distinctive operational features include a single‑advisor practice that uses an institutional platform arrangement with Fidelity for custody, trading support, and back‑office services while, by policy, generally implementing client trades separately rather than routinely batching them. The firm also disclaims proxy‑voting authority for client accounts and does not participate in wrap programs or accept performance‑based fees.

To learn more about the advisors currently working at Fox Financial Services, Inc., 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.