A Trusted Guide for a More Secure Financial Future

Just as a fox guides travelers safely through unfamiliar paths, at Fox & Associates, we aim to provide clarity and direction through each stage of your financial journey. Based in Florida, we approach each client with thoughtful strategy, consistent communication, and direct focus on long-term financial security.

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Our Pillars

With nearly thirty years of experience, these principles create a collaborative environment that prioritizes transparency, collaboration, and innovative financial strategies.

Honesty

Experience

Approachability

Innovative

Our Services

We offer a wide range of services, including streamlined financial planning, investment management, and estate and retirement planning. Our strategic approach helps you evaluate your options with clarity, stay organized through every stage, and make confident decisions aligned with your long-term financial vision.

Financial Planning

Portfolio Management

Estate Planning

Retirement Planning

Investments

Risk Management

Our Team

Founded in Jacksonville, Florida, Fox & Associates was created to serve the community by providing the tools to help people strive towards financial freedom. Clients can expect tailored guidance, extensive experience, and a personal approach where clients are treated like family.

Wealth Advisor

David Fox

Registered Paraplanner

Sarah Kelne

Business Support

As investment professionals, Fox & Associates receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Managing Director, Investments & Trading

Erin Corbett

Chief Operating Officer

Jenny Kurz

SVP, Strategy & Communications

Lauren Lehman, CFA®, CFP®

Director of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Resource Partners

As an investor, you’re focused on achieving your financial goals and preserving your family’s future. So, we believe you’ve made the wise choice to work with Fox & Associates because you value the importance of objective and professional advice.

Similarly, Fox & Associates has chosen to call on the clearing and custodial services of Raymond James (RCS) because we recognize the stability of Raymond James and the ability to custody your assets and accurately execute your investment transactions.

Raymond James delivers the industry-leading support, technology, and resources of a premier financial services company, which allows Fox & Associates to work closely with you to create custom strategies for your short- and long-term financial goals.

Get In Touch

If you have any questions or would like more information, please feel free to reach out. You can call our office Monday through Friday or send us an email at your convenience. We’re here to help.