OUR FIRM
Blue Ox Advisors™ matches clients with a completely customized strategy… one that is created and managed especially for YOU.
OUR PRINCIPLES
Be Honest With Yourself
A true friend is one who tells you the TRUTH.
We are RESULTS DRIVEN and our approach is centered around helping you attain the results you are after, rather than helping you pursue a feeling of false contentment.
BE Authentic
The best version of our company, is the one that thinks INDEPENDENTLY.
Blue Ox Advisors™ can be differentiated by our investment selection process, our financial planning approach, our research methods, and most importantly our relationships with others. In a world of automation, our firm’s approach is centered around thinking outside the box and embracing clients with a warm smile and firm handshake EVERY TIME.
Choose the right relationships
We are focused on bringing in clients who we are the right fit for AND who are the right fit for our company.
That means… household assets, income, and net worth are only part of the conversation when connecting with new clients. We choose to work with clients who allow us to bring out the best in them and help us bring out the best in ourselves each and every day.