Fox Financial Group turned one on July 1, 2022.
Since its launch, FFG has added two team members: Financial Planning Consultant Matt Winscher and Marketing & Administrative Director Amanda Compton. Matt celebrated his one year at the company on June 28.
Leading the back-office team is Sherry Berkowitz, who is trained by Mutual Advisors, LLC., to support Fox Financial Group advisors and and their clients.
"This past year has been rewarding and uniquely challenging all at the same time,” said Wealth Advisor Jay Fox®, who had more than 13 years experience before starting Fox Financial Group, which is located in Chesterfield, Mo., just west of St. Louis. “I am grateful for the ups and downs because all of it grows us as professionals and really strengthens the relationships with the 150+ families we serve. It’s humbling to watch it all come together.”
To enhance client experience, Fox Financial Group has worked to improve its communications strategy via a new website, a redesigned newsletter, regular educational pieces and social media. There has also been a significant investment in purchasing and implementing new portfolio analysis software. This helps the investment committee better manage client portfolios, track economic indicators and make more educated decisions.
"We are in the fortunate position to help our families plan for their future – in prosperous time like the entirety of 2021, and challenging times like the first half of 2022, added Fox. “The core values we have established - faith, family, community, and personal growth - continuously provide us guidance in knowing we are serving the greater good.”
Fox Financial Group is a family-owned comprehensive financial services firm committed to helping you achieve your long-term financial goals, so that you can retire with peace of mind while creating a better quality of life for your family and future generations. You can reach us at 636-534-7252 or firstname.lastname@example.org. You can also click on this Calendly link to schedule a free consultation with Jay Fox. We would love to serve you and your family!
"Investment advisory services offered through Mutual Advisors LLC DBA Fox Financial Group, an SEC registered investment adviser.”