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Our Story

About Us

WHY BOX?

History of Service

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.

Objective Recommendations

Box Financial Advisors is established as a fixed cost structure firm. This provides you with the peace of mind that the advice and counsel we give is truly in your best interest. By using a flat cost approach rather than assets under management or commissions, 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, and our structure removes any conflicts of interest to offering such recommendations. Box Financial Advisors has intentionally been organized to safeguard the purity of our counsel.

Breadth of Counsel

Box Financial Advisors’ fixed cost structure also enables us to provide adviceand recommendations in areas that are often overlooked and ignored byothers in the financial industry. Not only have we organized our firm to bepositioned to advise in these areas, but it is our desire to beincluded in these conversations. As independent investment advisors, wehave a fiduciary responsibility to our clients.

Principled, Stewardship, Preservation.

OUR PHILOSOPHY

  • Principled – We define a principle as a pillar of wisdom that is always right, always relevant, and does not change.
  • Stewardship – We work best with clients who share our values and view money as a tool , a trust, and a test.
  • Preservation – We are a protection-minded firm. The counsel and advice we provide will always have a preservation bias.

Our Expertise

FINANCIAL LIFE PLANNING100%
INVESTMENT COUNSEL100%
ASSET MANAGEMENT100%
PORTFOLIO MANAGEMENT100%

“Financial advice is, in reality, spiritual advice because money is how you work out your belief system.” – Ron Blue

KINGDOM IN THE MARKETPLACE

We believe the “Kingdom of Heaven is at hand,” as Jesus, the Messiah, preached. We believe that we, as people of God, can release the Kingdom of Heaven into our environment. At Box, doing that in the marketplace is a great honor and source of tremendous joy.
 
Our CEO, Dustin Parker has taken time to prepare seven teachings on Kingdom Principles for releasing Kingdom in the Marketplace. These teachings are chock-full of experiences and stories of what not to do, as well as what to do. They are available below. 
Please feel free to listen and share.