The Box companies have a rich heritage in Tarrant County and over a 100 year history in the financial arena. Box Financial Advisors, a sister company of Box Insurance Agency, was founded in 2010.
Throughout its existence, the Box name has always been synonymous with service to others and to the Grapevine community.
Box Financial Advisors is committed to continuing this culture of generosity and service. So, when you work with us, you are partnering with a company that is committed to the betterment of others and the community.
Box Financial Advisors is established as a registered investment advisor (RIA). Our cost is based on a simple formulaic structure that gives clients clarity to our counsel . This provides you with the peace of mind that the advice and counsel we give is truly in your best interest. By acting as your fiduciary, we are freed up to focus on your goals and dreams. Oftentimes, paying down a mortgage or giving a large gift to your church is the best use of your money. Because we do not profit from any of the investments you choose, we always act exclusively in your interest. Box Financial Advisors has intentionally been organized to safeguard the purity of our counsel.
Box Financial Advisors’ fixed cost structure also enables us to provide advice and recommendations in areas that are often overlooked and ignored by others in the financial industry. Not only have we organized our firm to be positioned to advise in these areas, but it is our desire to be included in these conversations. As independent investment advisors, we have a fiduciary responsibility to our clients.
“Financial advice is, in reality, spiritual advice because money is how you work out your belief system.” – Ron Blue