As the firm’s Founding Principal, Dr. Amy Hubble has more than 15 years of experience working with affluent individuals...
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.
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.
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 10% of investment management fees to registered 501(c)3 charitable organizations, of our client’s choice, each November as part of the global generosity movement #givingtuesday.
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.
Radix Financial offers ad-hoc ongoing and project-term consulting services to trustees, estate administrators, family offices, and institutional boards.
Whether your priority is planning for retirement, your children’s education, providing for a loved one, or getting out of debt, we can help you navigate today’s complex financial landscape without concern that you will be taken advantage of.
Principal Investment Advisor
Managing Director, Investment Advisor
Jessica Jablonowski brings a wealth of experience in offshore private client services to her role as Managing Director...
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...
We share our joint conviction that as we see it, now is one of the top three investment opportunities of our careers.
When it comes to protecting your money, fraud feels like a far-fetched improbability. But the reality is, as more jobs, services, and products move online, the risks of being caught in the crosshairs of a financial scam are increasing, and we at Radix Financial want to make sure you, your family, and your money are protected on all fronts.
The first half of 2022 has not been great. For equities, it’s the worst start to the year since 1970, so it’s important for us to consider what it all means for your money and what we, at Radix Financial, intend to do about it.