DOXA PLANNERS
Comprehensive financial planning, investment management, tax preparation, trust services, and consulting—tailored to guide you toward financial clarity and success.
Comprehensive financial planning, investment management, tax preparation, trust services, and consulting—tailored to guide you toward financial clarity and success.
OUR FIRM
Few wealth management firms specialize in providing financial advice to businesses, families and individuals. We have over four decades of combined experience in managing assets for a diverse group of clients. Our experience spans managing investment portfolios, personal trust and fiduciary services, estate planning and administration, tax and custodial serviced trusts, estates, investment and insurance accounts.
As you journey through life, financial decisions become more complex, and hard to make alone. We all develop blind spots that makes our decisions making regarding our finances more difficult. We partner with you to create a financial plan and investment strategy that aligns with your life and values, allowing you to live with more clarity, confidence, and financial peace.
OUR CORE VALUES
INTEGRITY
Our firm is founded on a deep commitment to acting in the best interest of our clients. As a fiduciary, we adhere to the highest ethical and professional standards, ensuring transparency, honesty, and accountability in every interaction. Guided by a Biblical worldview, we view financial stewardship as a sacred trust, requiring us to serve with responsibility, generosity, and an eternal perspective. Our independence and fee-only structure reinforce this commitment by eliminating conflicts of interest and focusing solely on providing solutions tailored to your unique needs and values. Integrity means that you can trust us to partner with you for the long term, building a relationship rooted in clarity and trust.
STABILITY
We aim to provide you with financial peace and confidence as you navigate life’s complexities. Stability begins with professional competence—our team holds industry-recognized credentials and continuously invests in education to deliver reliable, comprehensive guidance. Independence ensures that our solutions are free from external influences, and our Biblical worldview emphasizes stewardship, offering a solid foundation for decision-making. In addition, we understand the unique financial challenges faced by communities, such as balancing local and global responsibilities. We design plans that not only address immediate goals but also build a stable foundation for you, your family, and your community.
ACCESSIBILITY
We believe everyone should have access to high-quality financial planning and investment management, regardless of their background. As a firm we understand your unique financial realities and aspirations. Whether you’re an immigrant supporting family abroad, a professional seeking clarity in your finances, or a retiree planning your legacy, we offer customized strategies tailored to your life and values. Our fee-only structure ensures transparency and affordability, removing barriers to entry and providing services designed to empower and uplift. Accessibility means meeting you where you are, helping you achieve financial clarity and peace with solutions that align with your life.