Our Services
XO Advisors is an intentionally white-glove firm offering independent advice that does not charge commissions for each transaction.
We are straightforward in providing insight to hidden costs, how investments are structured, tax implications and the unique cost of risk.
Financial Planning
We use research and analysis to structure and implement a plan that seeks to minimize the impact of risk.
Investment Management
We build individualized, custom portfolios to meet your goals and manage them for a lifetime.
Retirement Planning
We determine the amount of wealth you will require in retirement and structure your portfolio to meet your needs.
Risk Management
Preventing the pitfalls of investment risks and tax strategy considerations
Estate Planning
We help you plan for your financial future so you can protect your legacy – carefully considering heirs and charitable giving, and how best to do it.
The XO Difference
Independent with an institutional background
We bring Wall Street to your street. We launched our careers on the institutional side of a large broker dealer, honing skills in research and analytics. Then independence called to us. Today our white-glove firm works with clients who appreciate our highly competent approach to financial advising.
Experienced & exceptional
We have a broad institutional resume. Couple that with more than 30 years of industry experience and a sterling reputation – and you have XO Advisors. We are sophisticated professionals who understand managing wealth and offer our expertise to the everyday investor.
Principle-based & pragmatic
We build portfolios honoring your individualized goals and ideologies and work tirelessly to preserve your wealth. Call it pragmatic. Or risk averse. Either way, we fiercely and effectively guard what’s yours. After all, part of making money is not losing it.
A Unique Strategy
Our sell discipline
At XO Advisors, we appreciate there are times when selling makes sense, so we utilize a sell discipline – one we consider equally as important as a buy discipline.
Our strategy includes an approach based on research and analysis – our Xs and Os – and embraces considerations like a stock reaching a set price target, or that the original purpose for owning the stock has changed