Learn More About Us Principled I Stewardship I Preservation A Client-Focused Approach Striking A Balance Between Your Present & Future Learn More Financial Life Planning Dedicated To Helping You Reach Your Goal Learn More Investments, Assets & Alternatives Retirement Planning Start Your Journey How Can We Help You Retire?

Investment Counsel

At Box Financial Advisors, we leverage our investment capabilities and knowledge to help you find and tap the right investment opportunities that help with wealth-building while lowering risk. We help you make timely and effective investment decisions for a diverse and strong investment portfolio.

Portfolio With A Focus

We can build investment portfolios designed to perform well in all market environments, depending on your portfolio management needs. Let us know what aspect of your portfolio you would like us to manage on your behalf, and we’ll make sure to provide you with the best strategy and results.

Enjoy a Financially Secure Life

Our compassionate and dedicated team of professional financial advisors works diligently to serve as a steward for your wealth. We will help you simplify life’s complexities with a full spectrum of retirement planning strategies tailored to your needs.

COMPLETE HONESTY AND TRANSPARENCY

Vision & Values

“Life is about decisions and each decision determines our destiny.
A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.”
– Alexa Von Tobel
  • Principled
  • Stewardship 
  • Preservation
A CLIENT - FOCUSED APPROACH

A Few Services We Provide

01
Cash Flow & Debt Management

To help you achieve financial independence, we work with you on cash flow and debt management. To build your wealth, you first need to know how much you save and how successfully you invest.

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02
Education Planning

Planning for the higher education of your children is one of the most important goals for parents. Besides this, a college education can be an expensive prospect, most often ranking just below your homeownership expense.

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03
Estate Planning

Our team will review your trusts and wills to ensure that your estate planning documents are updated, all much needed to preserve your wealth and assets for the next generation.

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04
Legacy Planning

We believe that proper legacy planning involves not just passing on your valuables but also your values. Therefore, no matter your goals, start with a plan that ensures your wishes are fulfilled.

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05
Risk Management

Our risk management techniques includes: Written Investment Policy, Proper Asset Location/Registration, Targeted Asset Mix & more.

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06
Strategy

When planning for retirement, we also assist you in resource allocation with consideration given to tax implications, making your money go farther. We help manage your cash flow – now and well into tomorrow.

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WHY BOX FINANCIAL?

90 Year History In
The Financial Arena.

The Box companies have a rich heritage in Tarrant County and over a 90 year history in the financial arena.  Box Insurance Agency, of which Box Financial Advisors is a sister company, was founded by D.E. Box in 1920 to complement Tarrant County State Bank that he established in 1919.  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.

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SATISFACTION

  • What is your time worth? What if we despised wasted time as much as we despised wasted money? Trusting someone with a common area of your life gives you more uncommon hours to focus your time. Isn’t that worth the sacrifice?

    Clint Snead, CFA.
    President, Box Financial Advisors.
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    Life is about decisions and each decision shapes our destiny. How will the financial choices you make today impact your future and don’t you want your advisor to be aligned with your best long term plan?