A complete list of active advisors currently associated with Foxstone Financial

Warmer can help you find a great advisor at Foxstone Financial or one who fits your needs even better.

Foxstone Financial provides investment management and financial planning to individuals and a range of institutional clients, including pension and profit-sharing plans, corporations, charitable organizations, and other investment advisers. The firm also facilitates insurance product recommendations and may coordinate tax-reduction planning through affiliated entities. Investment management is organized around a “Freedom 4” allocation framework that divides assets into liquidity, retail (managed portfolios), guaranteed (insurance products) and alternative (third-party managed) quadrants, with allocations tailored to each client’s risk tolerance and income needs. The firm typically exercises discretionary authority, recommends institutional strategists and SEI model solutions, and conducts due diligence on third-party advisers used in client accounts. The firm manages roughly $79.8 million for about 230 clients, a client load that is high relative to most independent firms and uncommon for a single-advisor operation to serve alongside institutional-type clients. The brochure discloses affiliations that can create conflicts of interest — notably the owner’s insurance sales activity and part-ownership of tax-planning businesses — and reports a 2024 consent order in Arizona related to unlicensed activity that resulted in a penalty.

To learn more about the advisors currently working at Foxstone Financial, 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.