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Foxworthy Wealth Advisors
Foxworthy Wealth Advisors is an independent, fee-based financial planning firm that develops customized financial strategies through a proprietary process...
Overview
Foxworthy Wealth Advisors is an independent, fee-based financial planning firm that develops customized financial strategies through a proprietary process called The MAP FORMULA. The firm helps clients improve and organize their financial lives and engages in panoramic financial planning that integrates wealth management with risk and debt management, income and tax planning, and philanthropy. It specializes in serving successful families and top-of-their-field professionals who aspire to a work-optional lifestyle and want to secure a family investment legacy.
General information
Firm type
RIA
Location
Country
United States
City
Fort Wayne, IN
Principals
John H. Foxworthy II
CFP — Founder & Wealth Advisor
Shannon Hardiek — Wealth Advisor
Kody Lowden
FPQP — Associate Wealth Advisor
Brad Wadkins — Associate Wealth Advisor
Sherrie Cahill — Client Service Associate
Michelle Martin — Paraplanner
Sarah Foxworthy — Marketing Director
Sector focus
Frequently asked questions
Who are the principals behind Foxworthy Wealth Advisors?
The principals of Foxworthy Wealth Advisors have not been identified through public records or the firm's own disclosures. This level of privacy is typical for small family offices that do not engage in external fundraising or public marketing, maintaining a low profile to protect the financial privacy and security of the governing family.
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