ABOUT MOXIE
Our story, philosophy and approach
A TEAM WITH MOXIE
We help high achievers live a life with intention.
We’re a boutique, full-service wealth management team with a mission to better the lives of our clients. Our focus is in helping our clients identify what a life of intention looks like for them, then create a financial plan that helps them achieve it.
With a team that serves generations of clients, we’re focused on giving you an unparalleled level of guidance at every stage of life. We partner our expansive team and deep knowledge with a relationship-focused approach that supports you in building a lifestyle, not just saving for retirement.
LET US BE YOUR GUIDE
We excel at taking complex financial concepts and making our financial advice easy to understand.
Whether it’s complex financial planning around competing goals, navigating your long-term incentives or tax-efficient wealth transfers, we’re skilled at helping our clients create and implement financial strategies that compliment their life goals. We recognize the trust that our clients place in us and value our role in helping them to be intentional with their assets.
Who is Moxie?
Moxie Wealth Management was founded in 2015 by Joseph Burgess and Kristin Printon as a practice based on their unique values-focused approach. Prior to 2015, both Kristin and Joe were managing practices under the North Star Resource Group banner, where they remain affiliated.
As a firm, we share a passion for uncovering the future you want to create and utilizing that as our end goal for developing your comprehensive financial strategy. We work side-by-side with our clients in a collaborative manner to help them intentionally reach their goals by lending our extensive background in financial services to build and implement their plan.
When you work with Moxie, you not only gain access to our core specialties of complex planning, ongoing advice, asset and risk management, we often coordinate relationships with outside professionals, such as attorneys and CPAs, to help enhance your strategy.
OUR TEAM
Firm Leadership
The Importance of the North Star Resource Group Affiliation
While Moxie Wealth Advisors quarterback the client relationship, advice and service, we maintain the support of one of the largest independent financial services firms in the nation, North Star Resource Group**, with origins tracing back to 1908 in downtown St. Paul, MN (FINSECA, Dec 2021).
North Star makes a variety of services available for the benefit of Moxie Wealth Management and our clients. They provide specialists in many product areas including financial planning, various investment platforms, life insurance, long-term care, disability, and group benefits.
*It should be noted that Moxie Wealth Advisors will often coordinate an attorney relationship for the development of Wills, Trusts and other documents. These individuals do not have a formal affiliation with Moxie Wealth Management or North Star Resource Group.
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