The Fox Group
Managing wealth is more than just investments and assets. It’s the ability to take care of loved ones, to navigate through the different stages of life, to reduce worry, and to lead a more fulfilling life.
The Fox Group understands that mindset.
Our team has been taking care of families at Merrill since 1981. We believe we’ve created a different kind of culture: We prioritize excellence. We live the values of our Christian faith. We demonstrate our abiding care for each person through our actions. We deeply prize the value of family.
Our team founder, Jim Fox, established our team with a vision in mind: “We go the extra mile for clients. And we’re there for them, helping them solve problems, remove obstacles, and showing them how much we care about them.”
Today, Jim’s son, Mike Fox, leads our team with the same qualities: integrity, character, and a desire to foster positive long-term outcomes for each family. Our team understands families because we are one ourselves—5 members strong, spanning 3 generations.
We’re proud to have gained national recognition for our work:
J. Michael Fox
Barron’s “Top 1,500 Financial Advisors in the U.S.,” 2016 – 2026 (Published annually in February-March. Rankings based on data as of September 30 of prior year.* For years 2014-2025, this Barron’s list consisted of 1,200 advisors.)
Forbes “Best-In-State Wealth Advisors,” 2018 - 2025 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).
Together, we look to create an exceptional client experience, helping clients take positive action toward more purposeful and satisfying financial lives.
*Barron’s “Top 1,500 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
Clients come to us from diverse backgrounds, professions, and geographies:
- Families look to us for a host of needs—wealth planning, investing, higher-education savings, family wealth dynamics, special-needs planning, and access to banking services and residential lending. We acutely understand families because we are a family—attuned to the same joys and challenges as the clients we serve.
- Business owners and professionals look to us for long-term strategy, business optimization, pre-liquidity event planning, and access to credit and banking services.
- Retirees come to us to help assess their readiness for a secure retirement. We use advanced planning tools to help form a game plan for the future.
- Women work with us from diverse paths. Some have demanding professional lives and see the value we can bring in organizing and managing their wealth. Others engage our help after a major life transition—sometimes the death of a beloved spouse or a divorce. To each of these situations, we bring empathy and understanding, supporting women in becoming more capable and informed stewards of their wealth.
- Senior executives seek our assistance with concentrated and restricted stock, diversification, tax-sensitive investing, retirement strategy, and wealth transfer to the next generation.
- Athletes engage us to help develop a long-term plan that can support a sustainable income stream and a diverse investment portfolio, given the distinctive nature of their career paths. As former professional athletes themselves, Mike, Blake, and Jim Fox have real-world experience that can help athletes better anticipate the financial factors to consider—both now and for the eventual transition to life after sports.
*Banking and Lending Services are through Bank of America, N.A.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
