We still hold old fashion values. Values that start by meeting with you face to face in your home or our office. We are Financial Advisors who are well versed in products that will fit YOUR exact needs. There is not a “cookie cutter” approach to investing. There is a myriad of websites out there that will tell you how much you need for retirement, but that is not the total picture.

The total picture is how you want to live your life at retirement.

The total picture might include college planning.

The total picture might include wills, trusts, and estate planning.

The total picture might include something you hold close to your heart, maybe a charity or foundation that assists in your passions or beliefs.

Everyday we see or hear advertisements or hear Advisors that claim product A is better than product B. Does this really matter when the total picture is not mapped out for you? This is what a Financial Advisor from Fox Financial Management strives for with their clients.

Why be an astute investor your entire life, come to find out that the government can take half of what you worked so hard for? There are options to protect your assets, and that is what an Advisor from Fox Financial Management can help you with.

We do things “out of the box” at Fox Financial Management, and we like it that way.

Who knows, maybe we will see you in line at the grocery store.

Our Management Team:

James E. Rooney

President

Experience: 19+ years in the business, 17+ years management experience. Extensive experience with IPO's, branch management, compliance, equities, portfolio allocation, retirement planning, and tax advantaged strategies.

Clients will benefit from his vast experience in the industry, without the hidden agendas and proprietary products associated with many firms. While his approach "do what's best for the client" appears quite simple, it is actually quite complex. Client first, advisor second, broker dealer third. His second "mantra" is "don't put clients in a box". Many firms use the same "box" for all of there clients, kind of a "one size fits all" approach. No two clients are alike, and therefore each client's needs are assessed to the finest detail, and then a customized solution is provided.

Scott A. Brantley

Chief Financial Officer/FINOP

Experience: 6 years in the investment industry, insurance experience dating back to the early 1980's. His career began with James Rooney after 9/11, due to his broad diverse skills, ranging from sales, management, and information technology.

Clients will benefit in many ways from his experience - insurance, life settlements, and extensive experience working with the President of the firm on a day-to-day basis. As CFO, his keen understanding of a company's financials helps him in determining the real picture, which many reps and some clients would not recognize readily. Scott also manages our insurance group, North Texas Insurance Group, a key element in assisting our clients with a sound investment strategy.

Brian A. Murphy

Investment Advisor Representative/CCO

Experience: Brian has excelled in the industry in a very short period of time. Financial Advisor, Branch Management, Investment Advisor Representative, and Chief Compliance Officer of FFM Advisor Group, LLC.

Brian understand the needs of clients, whether planning for retirement or retired. His prior business experience lends a keen understanding of individuals and businesses, as well as the inner workings of broker dealers. Brian also has extensive experience in insurance, and therefore the need for a strategy balanced with the proper insurance element.

Our Team

Our team is comprised of experts in estate, insurance, and business planning, equities, options, annuities, mutual funds and other areas. Unlike the big "M", our team approach is designed to benefit the client, rather than preventing advisors from taking business with them when they leave the firm.

Corporate Headquarters:

2129 N. Josey Lane

Carrollton, TX 75006

Out of Area Toll Free #: 800-321-4095

Phone: 972-428-5000

Fax: 972-428-5001