Box Financial Advisors Inc

Box Financial Advisors Inc is a financial planner in Minneapolis, MN, serving individuals, families, pre-retirees, retirees, and those focused on generational wealth. The firm offers comprehensive financial planning, wealth management, tax planning, insurance planning, and investment management, helping clients align their financial strategies with personal values and long-term goals. With a mission to thoughtfully manage wealth to build exceptional lives, the firm has served the Minneapolis area since 1989. Clients praise the firm with a perfect 5.00 rating based on two reviews.

Since its founding in 1989, Box Financial Advisors has emphasized a total picture approach, integrating clients’ financial needs with their personal values and life goals. The firm operates with core values of faith, trust, excellence, and care, ensuring integrity and personalized service. Advisors work collaboratively across disciplines, including certified financial planners, CPAs, and insurance specialists, to deliver tailored solutions. Services include estate planning, retirement income strategies, and financial literacy resources, supported by a team dedicated to proactive, client-centered guidance.

The firm is located at 901 S Marquette Ave Suite 2800 in downtown Minneapolis, a short walk from the Foshay Museum and Observation Deck, 9th and 2nd Park, and the Mary Tyler Moore Statue. It sits just a block from South 7th Street and South 8th Street, and is about 0.2 miles from the USPS post office.

With a strong reputation for trust, personalized service, and long-term client relationships, Box Financial Advisors stands as a trusted partner in financial planning for residents of Minneapolis and surrounding communities. The firm’s enduring presence and client-focused philosophy reflect its deep commitment to helping people achieve their exceptional lives.

Services:

• Estate Planning
• Generational Wealth Planning
• Personalized Financial Guidance
• Pre-Retirement Financial Evaluation
• Retirement Income Strategies