Broker Check

Box Financial Advisors

AFFILIATE PLANNING PARTNERS

A strong believer in an interdisciplinary team approach to comprehensive financial planning, Mary affiliates with Box Financial Advisors (BFA).  This affiliation provides clients with value-added expertise, state-of-the-art financial planning and wealth management and broad competencies to address complex needs.

Box Financial Advisors’ mission is to create an environment in which the client, financial advisor, and staff can experience an exceptional life.

In 1989, BFA Founder Phil Box recognized that providing clients with a clear, understandable financial plan and then following that plan was the best way to help them achieve goals. This powerfully simple philosophy worked.

Twenty eight years later, BFA provides financial planning and investment advice for more than 450 households and manages over $325 million in assets.

Both BFA and Mary Quist-Newins are deeply committed to ongoing advanced education. Together with Mary Quist-Newins, the team boasts six Certified Financial Planners®, an attorney, CPA and seven support staff. More information on the standards and educational requirements for these and other financial services designations, can be found HERE