Foxholm Financial is a small Georgia practice. The first reply to any inquiry comes from advisor Robert Stowe directly, not a sales associate. No pitch, no pressure. Meeting times are flexible, including evenings and weekends.
The firm is commission-free and advice-only, focused on retirement income, tax planning, and portfolio construction for Georgia retirees, pre-retirees, and STEM professionals. We don't take control of your accounts or sell products; we provide the quantitative analysis behind your decisions. View our sample Strategic Review or sample Focused Review to preview what you'll receive.
Contact Information
Location: Georgia (Virtual & In-Person)
Email: contact@foxholm.com
Availability: Flexible meeting times available
Follow Us
Transparent, flat-fee pricing for STEM professionals. No AUM charges, no minimums, no long-term commitments.
Strategic Portfolio Review
Two core pillars: a lifetime spending analysis using 500 Monte Carlo simulations, plus a customized Investment Policy Statement with step-by-step transition plan.
- Investment Policy Statement with rebalancing protocols
- Portfolio cost, risk, and redundancy analysis
- Contribution strategy (Order of Operations)
- 60 minutes live consultation
View Samples: Self-Employed Couple | Retired Widow
Focused Portfolio Review
A quantitative diagnostic of your current holdings: expense ratio analysis, overlap detection, and downside risk assessment using VaR and maximum drawdown frameworks.
- Expense ratio drag identification
- Overlap, redundancy, and concentration analysis
- Written feedback report with specific observations
View Samples: Mid-Career Couple | Tech Executive
Hourly Consulting
Project-based analysis for specific topics: retirement readiness projections, Roth conversions, multi-year tax modeling, and equity compensation strategy.
- Billed in 15-minute increments ($75 minimum)
- Scope estimate provided before engagement
- Pay only for what you need
What to Expect
No $500,000 minimums. No ongoing commitments. Pay only for the advice you need, when you need it.
Introductory Conversation
A complimentary 15-minute introductory call to understand your financial situation, goals, and determine whether our quantitative approach is the right fit. Send a message below to schedule.
Custom Scope
We build a scope of work based on your specific questions, whether that's a portfolio diagnostic, equity compensation analysis, multi-year tax modeling, or a comprehensive Investment Policy Statement.
Clear Next Steps
You'll receive a clear proposal with transparent pricing and a recommended action plan tailored to your specific situation.
Prefer to Manage Your Own Investments?
We'll help you learn how. Our implementation guides walk you through the mechanics, from executing stock trades to buying bonds to using an Investment Policy Statement. Get the knowledge you need to invest with confidence.
Ready to Get Started?
Send a message to discuss your situation and determine whether our quantitative, advice-only approach is the right fit.