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 1,200 Financial Advisors in the U.S.,” 2016 – 2025 (Published annually in Feb-March. Rankings based on data as of September 30 of prior year.)
• Forbes “Best-In-State Wealth Advisors,” 2018 - 2024 (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. *Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. *Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.