Services — Doxa Advisors

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Start Your Plan

Start Your Plan

Start Your Plan

Families & Individuals

What’s important to you? Our focus is around the goals and plans you have for your family. Wealth is a vehicle to help you accomplish what’s important in your life. We work to manage your wealth by directing your assets, retirement accounts, insurance, and estate planning so everything works together and helps you on your journey.

Small Businesses

Our planning paves the way to successful retirements for small business owners and their employees. For business owners, we offer unique retirement plan designs to maximize retirement benefits and reduce current income tax liabilities.

Institutions

We work with our institutional clients to manage risk within the context of meeting their goals, objectives and future spending needs. We provide investment management and advice to institutional clients including foundations, endowments and pension plans.

Serving clients across the United States since 2001.

Form ADV Part 2

(C) 2024 Doxa Advisors LLC. All Rights Reserved.

Doxa Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Doxa Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Doxa Advisors unless a client service agreement is in place.