The world of financially successful families is complex. Our advisors help families make decisions by demonstrating how each area of the family's financial world interacts with each other. It's about experiencing an exceptional life. Our advisors provide the tools to help clients use their finances to experience an exceptional life.
At Box Financial Advisors we understand that living an exceptional life is about more than money. Your exceptional life is unique to you. What you enjoy and what you pursue are your decisions. At Box Financial Advisors, we believe financial planning and management is about protecting, growing, and using your money to realize your exceptional life.
At Box Financial Advisors we understand that living an exceptional life is about more than money. Your exceptional life is unique to you. What you enjoy and what you pursue are your decisions. At Box Financial Advisors, we believe financial planning and management is about protecting, growing, and using your money to realize your exceptional life.
Services
About Us
Report
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. Box Financial Advisors exists to create an environment where people can experience an exceptional life.
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. Box Financial Advisors exists to create an environment where people can experience an exceptional life.
Our Services
Report
Box Financial Advisors is a full service financial planning and investment management firm assisting clients in pursuing their exceptional life. We do this through the development of a comprehensive financial program. When developing your financial program, we walk through a step-by-step process that is designed to make you feel confident in your decisions.
Our Affiliations
Report
AdvisorNet Financial is among the largest broad-based financial services firms of its kind in the Upper Midwest. Since 1959, its affiliated associates have achieved a reputation within the industry and among clients for helping individuals interested in securing their plans for today, tomorrow and for future generations.
For Advisors
Report
Our goal is to provide a complete suite of financial planning and asset management support services for independent financial advisors. Whether you are an aspiring advisor looking for guidance or a senior advisor looking for an exit strategy, our experienced team is ready to lead you beyond your expectations on a path towards your most Exceptional Life.
Insights
Report
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews
Be the first to review Box Financial Advisors.
Write a Review
