Mission

At Fox Wealth Management Group, our team of financial professionals understand that clients are starving for a customized investment solution that is easy to understand and that focuses on meeting their financial goals, which is why we created this firm. We are a well established, independent firm and uphold the fiduciary standard, meaning we always put the client’s interest first.

Fox Wealth Management is not bank owned, nor a large brokerage house with alternate goals and profitability commitments. Education is a vital principal to a financial strategy, and we strive to educate our clients while creating their custom wealth management plans that are easily understood.

We offer a range of educational events both at our office and nearby locations to help better educate any person interested in taking charge of their financial future. We offer topics such as: Market Updates, Medicare, Life Insurance, REIT's, and many more!

An important tenant of our mission is to create financial confidence and to simplify the financial planning process for our clients, no matter what life throws their way. We believe this allows us to put ourselves in our client’s shoes and truly sit on the same side of the table as them. Our clients are our family, and all investors are treated as such. We want to help you find financial confidence knowing that your money is working towards YOUR goals.

Our team is here to assist with more than just your financial goals however. We work closely with local CPA's, Attorneys, and many other professionals. This allows us to offer quality referrals to our clients so we can ensure they're being taken care of at the level they deserve. 

At Fox Wealth Management Group you're not just a client, you're a member of the family and we are here to help you achieve your goals, every step of the way.