A Powerful Partnersip for Clients
As a client, you become the beneficiary of a powerful national partnership through our relationship with Fusion Financial Group and NFP Securities, Inc. Through these partnerships, we gain the advantage of a large network of intellectual capital and technical capabilities to bring you the most advanced strategies and solutions.
Fidelity Investments, Inc.
Doxa Financial has established an alliance with the Registered Investment Advisor Group of Fidelity Investments, Inc. for the provision of high quality custody and clearing services for all client portfolios. Fidelity Investments is regarded as the one of the premier service providers to clients of Professional Investment Advisors.
As your advisors, we take an all-encompassing approach to your planning needs. We are not aligned with any proprietary products or services. Our independence, experience, education and the combined partnerships with NFP Securities, Inc. and Fusion Financial Group allow us to offer you: the personalized and customized attention and solutions of a small firm, the strength and experience of a nationwide network of seasoned professionals, and the resources, technology and oversight of a recognized broker/dealer.
That is truly a powerful partnership for you!
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