"With some clients, our relationships have us talking frequently over the nitty gritty intricacies of the capital markets. With others, we take the reins while they sit back, trusting us to craft a retirement plan to meet their needs and ambitions."
How We Work Together
For those seeking to build wealth while mitigating risk, XO Advisors are fiduciaries with institutional knowledge who provide customized financial portfolios that align with clients’ principles.
XO Advisors is uniquely positioned to work with clients who have a rigorous investment discipline, governance requirements and/or business process that require an attentive yet flexible wealth management partner who is capable of change yet stays true to its core values.
We have intentionally created a small team that is innovative, agile and responsive in collaborative planning, performance reporting and executing custom investment strategies.
Not only do we take responsibility for a purposeful relationship with you as the client but we also proactively take the initiative to engage your trusted partners including CPA/EA (tax accountant), estate and business planning attorneys, trustees and banking professionals.
We offer you an integrated financial management approach. The result is one of strength and confidence to give you in your finances and journey.
Who We Serve
XO Advisors doesn’t seek to be all things to all people. In fact, we have found that the ideal XO client falls into one of two distinct categories, and these are the people who gravitate to us and are our best fit:
The Sophisticated Investor
These investors share our intellectual interests. They enjoy dialog surrounding investment options and strategies. They spend time with us discussing and formulating their plans and portfolios.
The Trusting Investor
This group of investors doesn’t have the time, or perhaps even the interest, in wealth-building strategies. That’s why they have us. They trust us implicitly with planning for their futures – putting what’s best for them first and making ourselves available when needed.
Our Core Values
Our core values inform our thoughts, decisions and actions. Working in alignment with our values ensures we do the right thing for our clients – always.
Do the right thing.
The fiduciary nature of our business requires us to do what’s best for our clients – always. We would do this regardless. We respect the people on our team, the outside professionals we work with on a day-to-day basis and our clients-the families who have become friends.
Honesty and integrity matter to us.
Stay strategic.
We follow the numbers – and the Xs and the Os on our trusted charts – that indicate when prices are rising and falling. Investing is not emotional – it’s strategic.
We only make changes to your portfolio when the research and analysis tells us to.
It's always personal
We acknowledge and welcome our clients unique situations. Each has different priorities. A goal they share is to take care of the future and have their money managed by someone who cares for it as much as they do.
Our personal relationships lead to generational wealth planning that supports families for a lifetime and beyond.