Box Financial Advisors, LLC

At Box Financial Advisors, LLC, we help clients manage wealth wisely with principled advice, personalized strategies, and risk management designed to simplify complex financial decisions. As an independent registered investment advisor in Grapevine, TX, serving Dallas–Fort Worth and clients nationwide, we are held to a fiduciary standard, always putting your best interests first.

Our services include financial planning, investment management, retirement income planning, estate planning guidance, tax-efficient investing, and wealth preservation. We take a stewardship perspective, aligning values and beliefs with long-term goals, and use a diversified investment philosophy that goes beyond stocks and bonds to help spread risk. Whether you are building wealth, preparing for retirement, or protecting your legacy, our advisors provide clarity, transparency, and trusted counsel so you can make confident financial decisions and focus on living the life you’ve worked hard to achieve.