Are you looking for professional guidance?

Managing your finances alongside a fast-paced career can be challenging—retirement accounts, investments, stock options, tax strategies—it’s a lot to juggle.
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You feel anxious about making the right financial moves

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You’re unsure if your current strategy is working

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You’re worried that delaying action could lead to bigger issues

When your financial life evolves, so should your financial strategies.

Suddenly, you’re balancing a higher income, multiple investment accounts, and new financial responsibilities. One minute, you’re deciding whether to pay off debt or invest more – and the next, you’re hearing advice that contradicts everything you thought you knew.

Goals like buying a home, planning for retirement, or even starting a business feel exciting—but you don’t feel properly equipped. You want to make the right moves but aren’t sure where to begin. Without a clear plan, it’s easy to feel like you’re spinning your wheels, reacting to every new expense or market shift instead of taking control. The pressure to make smart decisions now can define your financial future.

With sound guidance from qualified financial advisors, we help you navigate complex financial decisions and create strategies that align with your goals.

Simplify Your Finances—Plan for Every Scenario Ahead

At The Fox Alliance Wealth Advisors, we know that life moves fast. Whether you’re transitioning careers, buying your dream home, or managing complex equity compensation, we’ll help you ensure your finances are aligned with your goals.

Career Planning

Stay ahead with a tailored approach
Your career evolves quickly, and so should your financial strategy. From maximizing stock options to smart salary planning, we’ll help you navigate the path to success.

Tax Planning

Help reduce your tax liability
We go beyond just traditional tax deferred investment accounts and proactively leverage sophisticated tax saving strategies to help increase your after-tax income.

Home Buying

Pursue your dreams
Buying a home is a major milestone. We’ll help you manage everything—from saving for a down payment to determining exactly which mortgage to obtain.

Equity Compensation

Simplify your stock strategy
RSUs, ISOs, or stock options? We’ll guide you in deciding when to hold or sell, helping you maximize your earnings.

Family Planning

Prepare for life’s next chapter
Whether it’s starting a family or saving for your child’s education, we help you budget for the present while you plan for your family’s future.

Investment Diversification

Balance risk and growth
We create custom portfolios tailor-made to your unique needs and goals. We provide clients access to investments and strategies traditionally reserved for the ultra-wealthy.

Retirement Planning

Retire on your terms
It’s never too early to plan for retirement. We will work with you to build a strategy that supports the life you’ve envisioned through your career and beyond.

Let Us Be Your Personal CFO

At The Fox Alliance, we bring clarity to your financial future with:

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Sophisticated Strategies

Every plan starts with brainstorming bold ideas tailored to your unique financial goals.
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Tailored Strategies

No cookie-cutter approaches here—your financial strategy is as unique as you are.
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Proven Experience

With over 100 years of combined expertise, we’ve guided clients through tax planning, investments, and more, without overcomplicating the process.

About Us

Our team specializes in financial planning, offering customized strategies that simplify complex financial decisions.

At The Fox Alliance, we provide comprehensive financial advice and wealth management services to more than 1,500 clients. Our 10 Wealth Advisors have over 130 years of combined experience. With offices in Austin, San Antonio, Seguin, and Carthage, we take a personalized approach to help clients navigate complex financial decisions with confidence. We’re committed to delivering clear, actionable advice and helping our clients pursue long-term financial success.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

The Difference We Make

Portfolio Growth:
With The Household Endowment Model

OVER THE LAST 30 YEARS, ONE CLASS OF INVESTORS HAS STOOD OUT FOR ITS SUCCESS. 

University endowments have been consistently good investment performers, achieving annual returns that are much higher than the market average. One “super-endowment” though stands out from the rest. Yale University uses an approach incorporating seven asset classes that include not only traditional U.S. stocks, foreign stocks and bonds, but also investments in Private Equity, Natural Resources, and Absolute Return Funds.

Over the past 30 years, Yale’s endowment has averaged a 13.6% annual rate of return. (https://investments.yale.edu/) The Yale team uses an “intelligent diversification” approach which spreads investments over a wide range of asset classes in order to achieve a truly diversified portfolio. This approach has not only resulted in strong compound annual returns, but has also helped to mitigate risk.

It’s true that individuals don’t have Yale’s over $30 billion portfolio, one-hundred plus year time horizon or tax-free nonprofit status —so we don’t recommend that you invest exactly as Yale does. But we have adapted the principles of intelligent diversification to create our own approach: the Household Endowment Model.

  • Absolute Return – 21.6%
  • U.S. Stocks – 2.3%
  • International Stocks – 11.4%
  • Private Equity – 38.4%
  • Natural Resources – 3.9%
  • Real Estate – 8.6%
  • Cash – 13.7%

By applying these institutional investment strategies of some of the world’s most well known endowments and foundations, we’ve built a sophisticated blueprint with the goal of preserving and growing wealth. The Household Endowment Model gives clients of The Fox Alliance access to investments and strategies traditionally reserved for the ultra-wealthy.

Hear From Our Clients

Alicia D

Having used a big name investment company for years, we were hesitant to move to a smaller, more boutique style of firm. We were very pleased at our first meeting with Bill, Holden and Josh. Expressing a true interest in who we were, and our investment goals made us ready for this next step. Bill and his team have continued to work with us to provide high quality service.. Our review meetings will Bill are informative. He takes a great deal of time to explain our portfolio and its outcomes. His recommendations have been spot on for our particular scenario. We highly recommend the team at Fox Alliance.

Linda H

I met Bill Fox 30+ years ago. Bill helped set up a simple IRA for myself and for employees of my company. We had about 25 employees who participated in the plan and Bill provided financial advise to each of them tailored to their individual goals. I retired two years ago and Bill has continued to help grow my husband’s and my portfolio. We have found Bill to be knowledgeable, trustworthy, patient and attentive to our concerns and needs. He makes himself readily available for both in-person and in zoom meetings. I cannot write this review without complementing the staff at Fox Alliance (and especially Kem). They are so attentive, pleasant, patient and helpful anytime I call.

Ted J

My 90 year old mother has been a member (yes, it feels like a membership) of The Fox Alliance for over 10 years…In my recent capacity as Power of Attorney for my mother, I’ve also had the pleasure of working with both of them. Many companies today are anxious to manage your assets, but what separates The Fox Alliance from them? They embrace the Golden Rule. They treat their clients with heartfelt compassion, understanding and a sincere desire to serve, just as they would want to be treated. Very unusual in today’s world. On top of that, they’re dam- good at what they do!

Chuck S

Before my wife and I signed up with Fox Alliance I interviewed a total of 5 investment groups. I wanted something more than a cookie cutter investment strategy. I was going to need to trust the investment group to handle my hard earned savings so that I could retire with … Bill at Fox Alliance answered all of my questions and was very patient to make sure he understood all aspects of my risk tolerance and my goals. He gave me a number of options and explained everything in detail in a way I understood. We are going on 5 years with the Fox Team and I am finally taking the time to share my wonderful experience so others who are searching can benefit from his vast knowledge.

Susan L

My husband and I searched for a financial advisor after his diagnosis of a terminal illness in 1998, and we met with Bill Fox. His knowledge, compassion & understanding of our financial needs & goals left us with a sense of peace during an emotional & difficult time. He has continued to be an incredible advisor, always taking time to answer my questions in a clear manner. Both he and Kem have exceeded my expectations…I highly recommend Bill and The Fox Alliance team!

Let’s Build Your Financial Future Together

Don’t let uncertainty hold you back. Picture yourself five years from now—confidently achieving your financial goals.

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