We are Folx Finance Inc

Folx Finance Inc is a boutique wealth management firm that offers a full suite of services. We are an independent, fee-based advisor. Our advice is always in our client's best interests. Our investment objective is to be investment-objective.We take tremendous pride in our comprehensive approach to serving our clients' best interests, a key factor in our 99+% client retention rate. We work toward protecting your family and business financial health for generations. No matter where you are, our team can help get you on the path to where you want to go. We specialize in our client relationships and strategies that yield lasting results. Our added value is the expertise we have in finding the right financial solution to meet your specific financial needs, within the tight deadlines required by your project.

 

Our holistic approach to financial guidance starts with establishing a personal relationship. Once we understand your values and goals, we will tailor our recommendations so you can pursue your dreams.We believe in common sense investing, which combines "Right Kind, Right Reason"diversification with an effective risk management. We match each client's financial resources with their financial liabilities and goals, rather than simply trying to generate maximum investment return. We abide by the fiduciary principle. Our asset management services are available based on a stated fee schedule, ensuring you and your wealth advisor are focused on the same goal: to protect the long-term performance of your investment portfolio.

 

We offer a variety of services to not only fit your current situation, but also provide a foundation for future growth.The common thread in all that we do is flexibility. Every assignment differs with respect to financial profile, duration, location, job content,... To meet these different client needs, Folx Finance Inc has put together a team of financial professionals with diverse skills who are willing to travel, able to adjust quickly and act proactively within a changing environment. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.