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The Fox Alliance
Expert financial guidance for small businesses and families in Austin, offering personalized wealth management and tax solutions.
5(5 reviews)
Business
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Expert financial guidance for small businesses and families in Austin, offering personalized wealth management and tax solutions.
The Fox Alliance is a premier financial consulting firm based in Austin, Texas, dedicated to providing comprehensive financial planning, tax preparation, and investment management services. Specializing in assisting self-employed individuals, small business owners, and families, the team offers personalized advice with a focus on education and long-term stewardship. Known for exceptional customer service and a client-first approach, they ensure every financial decision is informed and confident, backed by a responsive and caring team.
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Personalized strategies for wealth management, retirement, and investment goals with expert guidance.
Accurate and efficient tax return services for individuals and businesses, including complex filings.
Tailored investment advice and portfolio management to grow and protect your assets.
Comprehensive services for inheritance, wills, and estate management to secure your financial legacy.
Financial guidance and support for self-employed professionals and small business owners.
We had an excellent experience with Fox Alliance. My husband and I are both self-employed, and they tackled our returns quickly and accurately, walking us through every step and answering all our questions with patience and clarity. Communication was fast, the process was smooth, and we felt completely confident in the final filings. Highly recommend to any small business or self-employed family looking for a knowledgeable, responsive accountant.
I have had the privilege of having an amazing team stand behind me and work on all my financial needs. I have been with the fox alliance since 2021 and never once regretted making the decision to have them as my financial advisors. I interviewed several well know wealth management companies before coming to meet with Bill Fox, Josh R, and now my personal financial advisor Max Clark. I knew after I met with them they were the right team to help me. They truly care about every financial need in my life. And always there to give wisdom and guidance about my finances. I recently bought a house and there was a lot of decisions and guidance I needed and they were there for me every step of the way. I want to thank Kris Hillsburg for his countless hours of work and emails and phone calls as I was making a decision to purchase my home. Thank you Kris. This entire team is priceless ! I can’t put a dollar amount on their service, compassion and care for me and my finances. Their admin team is amazing too. Kem G is the sweetest, patient and a very knowledge person to work with. She remembers things I forget to do and calls and gently reminds me and makes sure all goes well. Last but not least, Max Clark, my personal financial advisor. You’re a true blessing to have as my financial advisor. I know I can always count on you to answer my questions and you do it with a servant’s heart. You are a true gift to this company. Thank you. Thank you to everyone who has been there for me. May the Lord bless this company. As you help people steward well.
Fox Alliance has been an absolute life-saver for me. After I got divorced, I needed a lot of help with a complicated situation. Patrick Lantzy has been there for me every step of the way. He has gone the extra mile time and time again to advise me in all aspects of my financial life. He truly cares, and you can tell. He gives expert advise, checks in regularly, meets in person (nice touch!), and has remembered little things like my favorite beer when he goes back to Wisconsin or a breakfast taco for a morning meeting. Also, they're awesome at making money for their clients! :) Fox is the real deal, especially if you get Patrick. I feel that I am in the best hands possible and it's wonderful knowing I will have them helping me the rest of my life! Eternally grateful I found Fox!
The Fox Alliance is a breath of fresh air. They are so friendly and helpful. After my mother died, I was left with a lot of financial questions and needed help figuring out what to do with the money I inherited. I had been looking for a financial planner for some time. This company makes you feel welcome. When you call, a real person actually answers the phone. They have excellent customer service. They take the time to educate you on all aspects of investing. They don't just tell you what to do; they help you understand why and then guide you through all the processes. I highly recommend this company to anyone seeking assistance with financial planning and investing.
I love working with The Fox Alliance. This is an exceptional company that I would recommend to anyone. They put the client first, listen to the client and give excellent advice. Josh is such a great person to work with. All in the all they have my back and my best interest. Thank you Fox Alliance and Josh R.
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