Box Financial Advisors Inc

Box Financial Advisors Inc is founded by Phil Box in 1989, recognized that affording customers with a clear and understandable financial plan. Their philosophy worked, and 29 years later, Box Financial Advisors consists of four financial advisors and seven support staff providing financial planning and investment guidance for more than 750 households and more than $443 million in assets under advisement. The firm has helped over a thousand families across thirty-eight different states. Their advisors help families make decisions by explaining how each area of the family’s financial world communicates with each other. They care about their clients on a level beyond finances. Box Financial Advisors exists to create an environment where the client, financial advisor, and staff can experience an extraordinary life.