Business Details
38 Years
experience
Trusted Fee-Only Financial Advisors in Gettysburg, PA
Huston Fox Financial Advisory is a locally owned boutique investment advisory firm dedicated to providing personalized, fee-only fiduciary services. Established in 1988, our firm prioritizes client partnerships over growth, ensuring every financial decision aligns with individual client needs. We coordinate investments alongside complementary professionals like attorneys and accountants, offering comprehensive financial planning without additional fees. Our team of two principals brings decades of combined experience from Wall Street, trust departments, and academic institutions.We operate exclusively on client-paid fees with no commissions, maintaining full transparency in compensation. Our services include estate planning, risk management, and trust coordination, supported by access to local trust services. Both founders actively engage in community leadership roles while maintaining direct client relationships. We serve clients through offices in Gettysburg and Hanover, Pennsylvania, operating with the same investment strategies we recommend to clients. Our commitment to fiduciary responsibility ensures client interests always come first.
Services
Investment Management
Financial Planning
Estate Planning Coordination
Risk Management
Trust Services Coordination
Details
- Year established: 1988
Highlights and features
- We operate as 100% fee-only fiduciaries with no product commissions
- Our principals have decades of combined experience from Wall Street and trust departments
- We coordinate financial planning with local attorneys and accountants at no extra cost
- Both owners maintain direct client relationships without delegated portfolio management
- Our investment strategies align with client goals through customized portfolio management
Services
Investment Management
Customized investment portfolio management aligns with individual financial goals through diversified strategies. Our fee-only model ensures no conflicts of interest while maintaining transparent pricing. Quarterly fee debits support ongoing portfolio adjustments and market responsiveness.
Financial Planning
Comprehensive financial planning coordinates investment strategies with estate, tax, and risk management considerations. We collaborate with local professionals to ensure holistic financial solutions without additional fees for planning services.
Estate Planning Coordination
Estate planning coordination connects clients with appropriate legal professionals while integrating investment strategies with long-term wealth transfer goals. Our fiduciary approach ensures alignment between financial assets and estate documents.
Risk Management
Risk management services evaluate insurance needs through independent analysis rather than product sales. We help clients identify appropriate coverage levels while avoiding commission-driven recommendations.
Trust Services Coordination
Trust services coordination provides access to local trust institutions while maintaining investment strategy alignment with trust objectives. We facilitate meetings and documentation to ensure proper asset management.
People
Ryan Fox
Partner
MBA graduate from Eastern University with experience at Wall Street brokerages and national trust departments. Adjunct economics professor at Elizabethtown College and active community volunteer in Gettysburg.
Sean Huston
Partner
Certified Financial Consultant with experience in independent investment advisory services. Active community leader in Hanover, coaching youth sports and providing financial education through local speaking engagements.
Questions
What does fee-only financial advisor mean?
Fee-only advisors receive compensation solely from client fees with no product commissions, ensuring unbiased recommendations that prioritize client interests above all else.
How are investment decisions made?
We create customized portfolios based on individual financial goals, risk tolerance, and time horizons while maintaining transparent decision-making processes aligned with client objectives.
Do you work with local professionals?
Yes, we coordinate with local attorneys, accountants, and trust institutions to provide comprehensive financial solutions while maintaining direct client relationships.
What areas do you serve?
We serve clients in Gettysburg and Adams County, Harrisburg and Cumberland County, York and York County, and Chambersburg and Franklin County, Pennsylvania.
How are fees structured?
All fees are quarterly debits from client accounts with no additional charges for planning meetings or financial consultations, ensuring complete pricing transparency.
