Testimonials:

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.

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.

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!

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.

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!