Box Financial Advisors, LLC

At Box Financial we focus on providing stewardship based wealth planning and alternative “tangible” investments. Clients appreciate our straightforward structure. We charge a flat cost to come along side and counsel in every area of finances to help them manage well what they have been given. This keeps the focus on the specific needs of each client to become a better steward to either grow or to provide streams of income through a long-term diversified strategy.

Our knowledgeable staff is experienced in helping you turn your company retirement plans into diversified portfolios that invest in more than just stocks, bonds, and cash. This provides peace of mind that the advice and counsel we give is truly in your best interest. Often times, paying down a mortgage or giving a large gift to your church is the best use of your money, and our structure removes any conflicts of interest when offering such recommendations. Box Financial Advisors has intentionally been organized to safeguard the purity of our counsel.

Box Financial Advisors’ structure enables us to provide advice and recommendations in areas that are often overlooked and ignored by others in the financial industry. Social Security benefits, 401(k) allocations, benefit elections, mortgage analysis and car-buying decisions are just a few of the areas where clients need valuable guidance. Not only have we organized our firm to be positioned to advise in these areas but we make ourselves available to be included in these conversations. We know good decisions in these small areas lead to big differences over the