Doxa Financial

Principled Wealth Management for Your Investments, Your Goals, Your Legacy

At Doxa Advisors, our mission is to empower individuals and families to achieve financial clarity and pursue their dreams through personalized wealth management. We partner with clients to establish and execute holistic financial plans that align with their unique goals and aspirations.

Our Values Guiding Action

Our work is guided by four core values:

• Client-Centeredness: We prioritize understanding your needs and aspirations, working in partnership to achieve your financial goals.
• Fiduciary Responsibility: We uphold the highest ethical standards, acting in your best interest and upholding the trust you place in us.
• Integrity and Transparency: We believe in open and honest communication, providing clear and concise information about your portfolio and progress.
• Professional Expertise: Our team comprises experienced professionals with deep knowledge of wealth management strategies and industry best practices.

Our Services

We offer a comprehensive range of wealth management services tailored to your individual needs and goals. These include:

Wealth Planning & Goal Setting

• Defining financial goals and aspirations
• Developing a comprehensive wealth plan
• Creating and reviewing your investment portfolio
• Risk assessment and mitigation strategies

Investment Management

• Customized portfolio development and management
• Tax optimization strategies
• Review and analysis of existing investments
• Regular review and report generation

Retirement Planning

• Comprehensive retirement account analysis and recommendations
• Contribution optimization strategies
• Risk management and income planning

Estate & Estate Planning

• Developing a foundational estate plan
• Review and updating of existing documents
• Trust establishment and implementation

Corporate Planning

• Retirement plan design and implementation
• Business succession planning
• Executive compensation planning

Our Team

Our team comprises experienced and certified financial professionals who are dedicated to providing personalized and proactive guidance. We hold prestigious certifications like Certified Financial Planner (CFP) and hold ourselves to the highest ethical standards of the industry.