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 Work With

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 offer diversified portfolio strategies designed to maximize your individual financial goals.

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Radix. Gives. Back.

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

Radix demonstrates commitment to our community by encouraging volunteer service and 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. 

Our Core Pillars

Solutions

Wealth Management

Radix offers investment portfolio management and financial planning solutions to fit your individualized long-term goals, liquidity need, time horizon, behavioral risk tolerance, and taxable considerations.

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Outsourced CIO

Radix offers independent ongoing and or project-term investment consulting services to trustees, estate administrators, emerging family offices, and institutional directors.

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Advisors

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

As the firm’s founding principal, Dr. Amy Hubble has equal passion and 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...

Market Insights

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