ra·dix /ray-diks/ noun
1.   (latin) source of origin
2.   the base of a number system

Financial success doesn’t have to wait until retirement.  As your collaborative, long-term partner, we’re here to be your advocate, remove complexity, and provide peace of mind—both now and in the future.

Who We Serve

A Straightforward Approach to Investing

At Radix Financial, we believe that long-term investing success is achieved by focusing on things we can control—minimizing fees, optimizing tax recognition timing, protecting against a loss of purchasing power, and avoiding emotional errors.

With this in mind, we build diversified portfolio strategies designed to maximize your individual financial goals.

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Radix. Gives. Back.

We believe that our core principles extend to making a positive financial impact, both within our local community and across the world. 

Radix demonstrates this commitment to our community by donating to registered charitable organizations each November as part of the global generosity movement #givingtuesday. 

Our Core Principles

Solutions

Investment Management

After a thorough analysis of your individual goals, liquidity need, time horizon, risk profile, and taxable considerations; a customized portfolio is built with diversified equity and fixed income securities.

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Fiduciary Consulting

Radix Financial offers ad-hoc ongoing and project-term consulting services to trustees, estate administrators, family offices, and institutional boards.

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Our Team

Amy Hubble | Principal Investment Advisor | Radix Financial
Principal Investment Advisor

As the firm’s Founding Principal, Dr. Amy Hubble has more than 15 years of experience working with affluent individuals...

Jessica Jablonowski | Managing Director | Radix Financial
Managing Director, Investment Advisor

Jessica Jablonowski brings a wealth of experience in offshore private client services to her role as Managing Director...

Kristin | Associate Investment Advisor | Radix Financial
Financial Planner, Associate Investment Advisor

Dr. Kristin Short brings an array of high-level educational expertise to her role as the firm’s Financial Planner and...

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