Fox & Company Wealth Management is a Registered Investment Advisory firm providing goal-based, comprehensive financial planning throughout Swestern Kentucky and across the United States. As a fee-only financial planning firm, our services are uniquely tailored to each of our client's specific needs. The objective of our goals-based approach is to bring your financial and life goals into proper alignment.
Our Philosophy is Simple: We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. Through our various Financial Planning, Investment, and even Accounting Services (through Fox & Company CPAs, Inc.), we aim to clarify your financial life so that you can live abundantly and without worry.
You can learn more about us and view our ADV here.
Our investment principles are based upon Nick Murray's investment philosophy as described in his book Simple Wealth, Inevitable Wealth.
As a medical professional, you face the daily stress of lower reimbursements, constraints of the Affordable Care Act, tax penalties for the “wealthy”, and a variety of financial decisions, such as:
The financial habits you develop today will impact you and your family for decades, but you may not know where to start or who to trust. And you may not enjoy spending your precious free time studying a complex tax code, creating a financial plan, and building an investment portfolio. This is where we can help.
Fox & Co. Wealth Management is a Fee-Only® comprehensive wealth management firm working in tandem with sister firm Fox & Co. CPAs, a full-service Certified Public Accounting firm. Senior partner, Johanna Fox Turner, CPA, CFP®, RLP®, is forum moderator and a frequent contributor to the White Coat Investor blog. She assists HNW clients across the USA and in Mexico in asset protection strategies that include financial, tax, and investment planning and wealth management. At FWM, we are fiduciary, Fee-Only® CERTIFIED FINANCIAL PLANNERS™ delivering exceptional service and dedicated to ensuring that you have the clarity about your finances to make tactical decisions for your family.
We offer a free, absolutely no-obligation review of your finances and a second opinion. Click here to schedule a complimentary appointment to find out more about Fox & Co Wealth Management. We look forward to meeting you.
At FWM, all wealth management services are plan-driven. Just as you wouldn’t write out a prescription or recommend a course of treatment before making a diagnosis, wealth management is not a one-size-fits-all or rule-of-thumb solution. We never make a recommendation without a “diagnosis”, nor do we invest your money without having an intimate understanding of your financial background and concerns so we can develop a plan to help you. Once we agree on a plan of action, we are then able to employ your resources to their best advantage to accomplish your financial objectives.
If you’re a doctor, you may be wondering what makes us different from the typical financial advisor. You’ve come to the right place to find out!
Whether you’re just around the corner or across the country, FWM has the experience and systems in place to simplify complex financial planning with minimal disruption to your busy schedule. Let’s go from “What if?” to “Why not?”!
If you need a great CPA firm on your wealth management team, our sister firm, Fox & Co, CPAs, Inc. works with doctor clients and businesses from coast to coast. We understand that you’d rather not waste a sunny day out of the office fighting traffic to meet with your CPA so we make working with us a breeze. At Fox & Co, CPAs, you will work with a team of professionals who make a concerted effort to be proactive and involved in your tax planning. We are here to educate you about strategies relevant to your specific situation, both business and personal.
Click here for a schedule of typical costs for tax, business, and accounting services.
Click here to schedule a free, absolutely no-obligation review of your current tax situation and a second opinion.
Download our free guide, Fiscal Fitness for Doctors, for financial advice specific to each stage of your career:
One reason we think doctors are so smart is that they ask a lot of questions. We may not know the difference between a glottis and a glutamate (ok, we looked it up), but we can whip out answers on retirement planning, taxes, and asset protection pretty darn fast. Doctor Dilemmas has answers to some of your most common questions from all around the country. Click here and you’ll be gurneyed to our searchable blog full of more Doctor Dilemmas – updated with new solutions weekly! Want an answer to your special Dilemma? Email it to us – we’ll give you an answer (STAT!) and we promise to keep your identity a secret.