Our Promise To You.

You and your interests come first.

As fiduciaries, we pledge to act prudently and communicate openly and transparently with you.

We believe wealth management is a kind of stewardship, both personal and professional.

That is the core of Principled Wealth Management.


  • Managing Director

    P: (651) 343-2550

    E: daniel@doxadv.com

    Daniel is founder, Managing Director and Chief Compliance Officer of Doxa Advisors LLC. He has made a career of helping businesses and individuals manage, grow, preserve and transfer their assets. Daniel has a long track record of executive-level success in business finance, capped off by 20 years of specialized work in personal wealth management and investment advice.

    Daniel earned an MBA in Finance from the Carlson School at the University of Minnesota, has a BS in Accounting from the U of MN and a BA of Economics & Psychology from St. Olaf College. He is a Certified Financial Planner® (CFP®), Certified Public Accountant (CPA), and a CPA-Personal Financial Specialist (CPA-PFS™).

    Daniel has been an active volunteer and supported charitable and community service groups in many ways, such as board of trustees, treasurer, investment leadership, development and fundraising committees, service work projects, and with alumni groups.

    Daniel is a downhill skier, bicyclist, music aficionado and gentleman gearhead. He grew up in St Paul and still lives there, not far off the 3rd hole fairway of the Highland National Golf Course.

 

  • Managing Director

    P: (651) 400-1102

    E: sam@doxadv.com

    Sam is the Managing Director of Doxa Advisors where he designs and implements goal-based, tax-efficient investment and planning strategies to help clients achieve their unique goals. He also works with institutions to invest capital. As the Chief Operating Officer at Doxa Advisors, Sam is charged with managing the day-to-day operations of the firm and vendor relationships.

    Sam earned a bachelor’s degree in Finance from the University of Wisconsin – Eau Claire. He is a Certified Financial Planner® (CFP®), Accredited Investment Fiduciary® (AIF®) and Chartered Financial Consultant® (ChFC®).

    Prior to joining Doxa Advisors, Sam was the Director of Finance at Thrivent Financial where he was responsible for financial planning, expense management and led a team of finance professionals.

    Sam lives in South Minneapolis with his wife and two children. Outside of the office, he enjoys running, Winston Churchill biographies, and exploring new restaurants in the Twin Cities.

Managing Director P: (651) 400-1102 E: sam@doxadv.com Sam is the Managing Director of Doxa Advisors where designs and implements goal-based, tax-efficient investment and planning strategies to help clients achieve their unique goals. He also works with institutions to invest capital. As the Chief Operating Officer at Doxa Advisors, Sam is charged with managing the day-to-day operations of the firm and vendor relationships. Sam earned a bachelor’s degree in Finance from the University of Wisconsin – Eau Claire. He earned his Accredited Investment Fiduciary® (AIF®) in 2020 and Chartered Financial Consultant® (ChFC®) in 2022. Prior to joining Doxa Advisors, Sam was the Director of Finance at Thrivent Financial where he was responsible for financial planning, expense management and led a team of finance professionals. Sam lives in South Minneapolis. Outside of the office, he enjoys running, Winston Churchill biographies, and travel.