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Client Profile

Here at Fox Financial Advisors, we believe that everyone can benefit from financial advice. 

We don’t prospect based on profession or account values. 

Instead, we let our vibe attract our tribe.

We value

  • Collaboration
  • Positivity
  • Hard Work
  • Family
  • Honesty
  • Dreaming BIG
  • Progress
  • Gumption
  • Grace
  • Integrity

We tend to align best with….

  • People who need help getting started
  • People who are close to retirement and need help orchestrating what to do
  • People who are retired and want to maximize their retirement savings
  • People who want to outsource financial planning and management to the pros

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