Doxa Advisors helps individuals manage, grow and transfer wealth,
and small businesses design and manage employee retirement plans.

SERVICES FOR INDIVIDUALS 

Wealth management is more than just financial planning or aiming for an end result.

Managing, growing and transferring wealth  requires building a relationship over time through discovery and planning, by overcoming obstacles, adjusting and adapting to change — together. 

Doxa Advisors' holistic approach to wealth management ensures that the plans we design and the financial instruments we implement are in harmony with our clients' values, needs, dreams and life goals. 

Learn more about Doxa's wealth management services for individuals >>
SERVICES FOR BUSINESSES

Doxa designs and manages company-sponsored employee retirement plans for small businesses.

Plan design is critical to having a successful employee retirement plan for all participants, especially business owners.

Doxa Advisors' real-world business experience, planning expertise, and long-term investment approach help small business owners and their employees prepare for a successful retirement experience — for the reasonable, competitive, transparent fees they demand and deserve. 

Learn more about Doxa's retirement plan consulting services for businesses >>