Wealth Planning
Our desire at Box Financial Advisors is to help you focus on what really matters in life: your plans, goals, and dreams. We recognize the truth that money… Read More
Asset Management
Box Financial can partner with you to manage all or a portion of your portfolio, so that you can achieve every one of your investing goals. Read More
Alternative Investing
Our definition of Alternative Investing is “any direct investment in an asset, business, or private placement that is not publically traded. Read More
MEET THE TEAM
Clint Snead, CFA
Logan Bennett
Alan Thornton, Jr.
Kathleen Northern
Dustin Parker, MAcc