Foxstone Financial Planning

Maximizing Wealth. Minimizing Risk.

Financial planner in Centennial, CO (show on map)

Foxstone Financial is a CO and UT based RIA boutique wealth management company serving accredited investors, offering asset management, financial planning, tax planning, and wealth management.

Call (303) 988-5443

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About

Foxstone Financial is a boutique wealth management company based in Colorado and Utah, serving accredited investors. They offer asset management, financial planning, tax planning, and wealth management services, similar to a large family office but with personalized attention.

Their proprietary Freedom4 Quadrant System segments investments into four categories: liquidity, guaranteed, retail investments, and alternatives. They focus on strategic tax saving, risk reduction, and cultivating lasting relationships with clients. Founded by Christian Ravsten, who brings algorithmic investing experience from 2007 onward.

Proprietary Freedom4 Quadrant System

AI and ML-driven investment selection

Boutique family-office style service

Focus on tax saving for high-income earners

Serves Colorado and Utah

Services

Asset Management

Asset management using the Freedom4 Quadrant System with AI and ML algorithms for investment selection, serving accredited investors.

Freedom4 Quadrant System AI/ML Investing Diversification ETF Stocks Bonds

Wealth Management

Comprehensive wealth management combining tax strategies, asset management, and allocation for goal achievement throughout life stages.

Tax Strategies Asset Allocation Goal Planning Estate Planning

Financial Planning

Detailed financial planning covering real estate planning, tax strategies, retirement accounts, estate planning, Social Security timing, and life insurance analysis.

Retirement Planning Estate Planning Social Security Life Insurance

Tax Planning

Tax planning for high-income earners, 1099 salespeople, and retirees with strategies including cash balance plans, intangible drilling costs, Sec 179 equipment leasing, and green energy tax credits.

Cash Balance Plans Intangible Drilling Costs Sec 179 Green Energy Credits Micro-Captive Insurance

Frequently Asked Questions

What is the Freedom4 Quadrant System? +

The Freedom4 Quadrant System is Foxstone Financial's proprietary investment allocation system that segments investments into four categories: liquidity (low-risk, liquid assets), guaranteed (fixed annuities), retail investments (ETFs, stocks, bonds), and alternatives (private credit, real estate, oil and gas).

Who does Foxstone Financial serve? +

Foxstone Financial serves accredited investors in Colorado and Utah, offering boutique wealth management similar to a family office.

What makes Foxstone Financial different? +

Foxstone Financial uses a proprietary Freedom4 Quadrant System for asset allocation and employs AI and ML algorithms for investment selection. They focus on tax saving, risk reduction, and preserving wealth for accredited investors.