Fox Financial, Inc.
FOX FINANCIAL, INC is a comprehensive financial services and investment advisory firm headquartered in Olean, New York. Registered with the SEC, the firm specializes in customized financial planning, retirement planning, income planning, and tax strategies for individuals and families. Through a client-centered approach, Fox Financial aims to simplify complex financial concepts and build long-term relationships based on trust. The firm was founded to provide personalized financial guidance, serving clients primarily in the Northeastern United States. The employee count is not publicly listed; however, they emphasize a personalized, small-team approach to service.
Investment Strategy
Fox Financial focuses on developing personalized financial roadmaps and customized retirement strategies for individuals and families, emphasizing a comprehensive approach across income planning, tax minimization, and education planning. The firm is independent and not tied to any particular product providers, ensuring unbiased advice. Their philosophy centers on building long-term relationships and providing ongoing support, unbiased advice, and practical solutions to address both short- and long-term financial goals. All strategies are tailored to the client’s individual circumstances, risk tolerance, and objectives.
Top Holdings
Equity Positions (13)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DLN | WISDOMTREE TR | 21.87% | $25.9M | 314,980 | $68.69 | $82.14 | +$1.0M |
S SPTM | SPDR SERIES TRUST | 19.73% | $23.3M | 311,660 | $58.71 | $74.89 | +$2.3M |
S SMLF | ISHARES TR | 16.46% | $19.5M | 286,455 | $63.27 | $67.95 | +$1.9M |
Q QQQ | INVESCO QQQ TR | 15.49% | $18.3M | 33,214 | $410.37 | $551.64 | +$2.7M |
I IWR | ISHARES TR | 12.25% | $14.5M | 157,525 | $79.34 | $91.97 | +$1.2M |