Welcome to CXI Advisors!

At CXI Advisors, we strive to create a personalized financial roadmap that may guide you toward your desired destination.

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Who We Are

We are an independent wealth management firm united in belief that all clients deserve objective financial advice.

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What We Do

CXI Advisors exists for one purpose: to help provide investors the confidence of having a customized plan which covers every aspect of their complex, financial lives.

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How We're Different

We are committed to the highest legal and ethical standard of practice — the fiduciary standard — ensuring the advice we give is fully aligned with our clients’ best interests.

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Where do you want your Financial Roadmap to take you?

Where do you want your Financial Roadmap to take you?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

Our first priority is helping you take care of yourself and your family. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Ready to get started?

Financial Planning

Investment Management

Estate Planning

Tax Planning

Ready to get started with your unique financial plan? Connect with us today!

Thank you!