Principled Wealth Management

Doxa is a Greek word meaning "belief system or way of seeing things."

That is the essence of our core values, our approach and how we apply these beliefs to structuring a financial plan. It's not just taking aim at an end result but viewing the journey in terms of discovery, overcoming obstacles and adapting to changes that are aligned with your values, needs, and dreams. As your trusted financial advisor, whether for you personally of for your business.

Our goal is to develop not just a plan or place a product but to form a relationship based on values shared and understood so that a plan and the instruments implemented are in harmony with our client’s life goals.

 
How Doxa Advisors Supports Clients
  •  Financial Planning
The process of financial planning helps to clarify goals, set priorities, and implement steps to reach long-term objectives. Planning brings also helps bring order, discipline, and measurable results to the personal finances of our clients. We prepare a written, financial plan, and meet periodically with our clients to update and revise their Financial Plan.
 
  •  Asset Management
Our clients are seeking independent, professional investment advice. The Doxa Advisors Investment Philosophy emphasizes long-term investment results. We focus on diversification and asset allocation*, performance tracking, and take into consideration income tax consequences**. Each client is served by developing an Investment Policy Statement based on his or her individual objectives and risk profile.

We are guided by the need to diversify portfolios among defined asset classes:
  • Equity (Stocks) vs. Fixed Income (Bonds)
  • Market capitalization (Large vs. Small companies)
  • Relative valuation or ‘style’ (Growth vs. Value)
  • Geography (U.S. vs. International)
Our approach emphasizes planning and service -- rather than portfolio trading and transactions. We do not believe that markets can be ‘timed’ to improve performance. One of the critical values we add to portfolio management is simply the discipline to design and maintain an appropriate asset allocation through market cycles. 
 
  • Risk Management/Insurance
We act as independent insurance advisors to review your insurance programs, analyze coverage needs, and design solutions that integrate business and personal needs.
 
  • Estate Planning
Our clients desire to transfer their wealth – before or after death – in an orderly way and at minimal tax and administrative cost. In order to conserve the value of an estate built throughout a lifetime and ensure that their wishes are carried out, Doxa Advisors works closely with our clients and their attorney to design and implement an Estate Plan to achieve these objectives.
 
  • Business Exit Planning
Our Small Business clients desire to exit or transfer their business – before or after death – in an orderly way that maximizes the value they have built. Doxa Advisors works closely with our clients and their partners, such as an accountant and attorney, through a seven-step process to design and implement a Business Exit Plan.
 

*Neither Asset Allocation nor Diversification guarantees against loss.  They are methods used to help manage investment risk.

 

** Doxa Advisors does not provide legal or tax advice.  Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.

 

Some people believe that consultants when asked by the client what time it is reach over and look at the client’s watch and then send a bill for services rendered. Sometimes our work may appear that easy. There are times that the benefit of our expertise is that we can point out the obvious from all the noise and confusion. More often though we work through competing issues, we separate fact from fiction and we analyze the often confusing sets of numbers that represent our client’s finances and investments. The tools that should help them achieve their life goals.

 

The Professionals at Doxa Advisors will design and implement a well thought out customized plan that recognizes your values and helps you realize your opportunities as you progress on you journey.
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

More Newsletters →

Market Watch

May 22, 2012 @ 02:05 AM

Dow Jones Industrials 12,504.48+ 135.10
Nasdaq Composite 2,847.21+ 68.42
Nasdaq 100 2,545.43+ 66.90
S&P 500 1,315.99+ 20.77
S&P 100 599.84+ 8.23
S&P Mid-Cap 400 925.63+ 20.35
10 Year Treasury Note 1.74+ 0.03

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.