XO Advisors is a portfolio management firm serving clients who share our focus on building wealth and reducing risk. We are fiduciaries with institutional knowledge who provide customized financial portfolios that align with clients’ principles.
A Calculated Approach
Our name alludes to a point and figure chart – a tool used in the financial industry to visualize price movements and trends in an asset. The charts utilize columns consisting of stacked Xs or Os – each representing a set amount of price movement. The Xs illustrate rising prices, while Os represent a falling price
The XO Advisor Difference
We're not your average portfolio manager.
Our Legacy
You can't buy experience
We have over 30 years in the wealth management business.
Our Scope
Rigorous Discipline
We utilize both Fundamental and Technical Analysis to maintain risk management and objectivity. Most advisors only utilize the Fundamental Analysis approach.
Our Value Formula
Hard To Beat
Wall Street Sophistication. Main Street Sensibilities.
What We Offer
Financial Planning
Plans that maximize your investment earnings while minimizing tax risk
Investment Management
Custom portfolios to meet your individualized goals
Retirement Planning
Guidance to help you live the retirement you worked hard for
Risk Management
Preventing the pitfalls of investment risks and tax strategy considerations
Estate Planning
Providing for your later years and protecting your legacy