Anna Foxburn

CFP®

Foxburn Financial Group

Founder and Financial Advisor

Anna Foxburn

CFP®

Foxburn Financial Group

Founder and Financial Advisor

As a fee-only financial advisor, you can rest assured that I am always working in your best interest in planning for your financial future. As a fee-only financial advisor, you can rest assured that I am always working in your best interest in planning for your financial future. - Anna Foxburn, CFP®

Fee-Only financial planner with offices in Pittsburgh and Erie, PA serving clients locally and across the country

%first_name% %last_name% is a Pittsburgh, PA Fee Only financial planner.  Foxburn Financial Group provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anna Foxburn is never paid a commission of any kind.

%first_name% %last_name% is a Pittsburgh, PA Fee Only financial planner.  Foxburn Financial Group provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anna Foxburn is never paid a commission of any kind.

%first_name% %last_name% is a Pittsburgh, PA Fee Only financial planner.  Foxburn Financial Group provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anna Foxburn is never paid a commission of any kind.

%first_name% %last_name% is a Pittsburgh, PA Fee Only financial planner.  Foxburn Financial Group provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anna Foxburn is never paid a commission of any kind.

%first_name% %last_name% is a Pittsburgh, PA Fee Only financial planner.  Foxburn Financial Group provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anna Foxburn is never paid a commission of any kind.

%first_name% %last_name% is a Pittsburgh, PA Fee Only financial planner.  Foxburn Financial Group provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anna Foxburn is never paid a commission of any kind.

%first_name% %last_name% is a Pittsburgh, PA Fee Only financial planner.  Foxburn Financial Group provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anna Foxburn is never paid a commission of any kind.

%first_name% %last_name% is a Pittsburgh, PA Fee Only financial planner.  Foxburn Financial Group provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anna Foxburn is never paid a commission of any kind.

 

Anna Foxburn, CFP®, AIF® has worked in the financial services industry since 1989. As a Fee-Only financial advisor, her practice is dedicated to offering direct and honest advice to assist individuals, families, & businesses develop strong financial strategies.

Anna graduated from Elon University cum laude in 1978 with a degree in Business Administration and Economics. She earned her MBA from North Carolina State University in 1983.  Her professional achievements include becoming a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) earning the Accredited Investment Fiduciary designation.  Anna is passionate about helping you become a good steward of your assets and become at ease with all aspects of your financial life.

Anna is regularly quoted in Kiplinger, The Wall Street Journal, Forbes, and multiple local and regional outlets.  She has presented on a variety of financial planning and investment topics locally and across the country at universities and public forums. 

Anna currently resides in Pittsburgh's historic North Side with her husband, son, and Boxer where she is very involved in the community, serving as President of the Mexican War Streets Historic Society, a board member of Trips For Kids, and entrepreneurial coach at the Riverside Center for Innovation.

She is a survival enthusiast and enjoys traveling solo to the jungles of Bora Bora for barefoot survival challenges. She is an avid mountain unicyclist and aspiring blindfolded Fugu chef.  Anna is a classically trained oboist and placed 2nd in the German Jugend Musiziert Competition, behind the great Hansjorg Schellenburger.

Anna is regularly quoted in Kiplinger, The Wall Street Journal, Forbes, and multiple local and regional outlets.  She has presented on a variety of financial planning and investment topics locally and across the country at universities and public forums. 

Anna currently resides in Pittsburgh's historic North Side with her husband, son, and Boxer where she is very involved in the community, serving as President of the Mexican War Streets Historic Society, a board member of Trips For Kids, and entrepreneurial coach at the Riverside Center for Innovation.

She is a survival enthusiast and enjoys traveling solo to the jungles of Bora Bora for barefoot survival challenges. She is an avid mountain unicyclist and aspiring blindfolded Fugu chef.  Anna is a classically trained oboist and placed 2nd in the German Jugend Musiziert Competition, behind the great Hansjorg Schellenburger.

Anna is regularly quoted in Kiplinger, The Wall Street Journal, Forbes, and multiple local and regional outlets.  She has presented on a variety of financial planning and investment topics locally and across the country at universities and public forums. 

Anna currently resides in Pittsburgh's historic North Side with her husband, son, and Boxer where she is very involved in the community, serving as President of the Mexican War Streets Historic Society, a board member of Trips For Kids, and entrepreneurial coach at the Riverside Center for Innovation.

She is a survival enthusiast and enjoys traveling solo to the jungles of Bora Bora for barefoot survival challenges. She is an avid mountain unicyclist and aspiring blindfolded Fugu chef.  Anna is a classically trained oboist and placed 2nd in the German Jugend Musiziert Competition, behind the great Hansjorg Schellenburger.

Anna is regularly quoted in Kiplinger, The Wall Street Journal, Forbes, and multiple local and regional outlets.  She has presented on a variety of financial planning and investment topics locally and across the country at universities and public forums. 

Anna currently resides in Pittsburgh's historic North Side with her husband, son, and Boxer where she is very involved in the community, serving as President of the Mexican War Streets Historic Society, a board member of Trips For Kids, and entrepreneurial coach at the Riverside Center for Innovation.

She is a survival enthusiast and enjoys traveling solo to the jungles of Bora Bora for barefoot survival challenges. She is an avid mountain unicyclist and aspiring blindfolded Fugu chef.  Anna is a classically trained oboist and placed 2nd in the German Jugend Musiziert Competition, behind the great Hansjorg Schellenburger.

Anna is regularly quoted in Kiplinger, The Wall Street Journal, Forbes, and multiple local and regional outlets.  She has presented on a variety of financial planning and investment topics locally and across the country at universities and public forums. 

Anna currently resides in Pittsburgh's historic North Side with her husband, son, and Boxer where she is very involved in the community, serving as President of the Mexican War Streets Historic Society, a board member of Trips For Kids, and entrepreneurial coach at the Riverside Center for Innovation.

She is a survival enthusiast and enjoys traveling solo to the jungles of Bora Bora for barefoot survival challenges. She is an avid mountain unicyclist and aspiring blindfolded Fugu chef.  Anna is a classically trained oboist and placed 2nd in the German Jugend Musiziert Competition, behind the great Hansjorg Schellenburger.

Anna is regularly quoted in Kiplinger, The Wall Street Journal, Forbes, and multiple local and regional outlets.  She has presented on a variety of financial planning and investment topics locally and across the country at universities and public forums. 

Anna currently resides in Pittsburgh's historic North Side with her husband, son, and Boxer where she is very involved in the community, serving as President of the Mexican War Streets Historic Society, a board member of Trips For Kids, and entrepreneurial coach at the Riverside Center for Innovation.

She is a survival enthusiast and enjoys traveling solo to the jungles of Bora Bora for barefoot survival challenges. She is an avid mountain unicyclist and aspiring blindfolded Fugu chef.  Anna is a classically trained oboist and placed 2nd in the German Jugend Musiziert Competition, behind the great Hansjorg Schellenburger.

Anna Foxburn is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Anna Foxburn, CFP®, AIF® has worked in the financial services industry since 1988. As a Fee-Only financial advisor, her practice is dedicated to offering direct and honest advice to assist individuals, families, & businesses develop strong financial strategies.

An alumnus from Elon University, Anna graduated cum laude in 1977 with a degree in Business Administration and Economics. She earned her MBA from North Carolina State University in 1983. Anna currently resides in Pittsburgh's historic North Side with her husband, son, and Boxer.

Her professional achievements include: earning the CFP® designation, the Chartered Life Underwriter designation; Served as President of the Mexican War Streets Historic Society, Board of Directors of Trips For Kids, and entrepreneurial coach at the Riverside Center for Innovation.

Anna is a survival enthusiast and enjoys traveling solo to the jungles of Bora Bora. She is an avid mountain unicyclist and aspiring Fugu chef. She is a classically trained oboist and defeated the great Hansjorg Schellenburger to take first prize in the German Jugend Musiziert Competition.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Business Planning
  • Financial Planning
  • Investment Management
  • Estate Planning Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Anna Foxburn is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Anna Foxburn is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • CFA - Chartered Financial Analyst

    Anna Foxburn is a holder of the right to use the Chartered Financial Analyst® designation

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • CFA Institute

    Anna Foxburn is a Member of the CFA Institute

    The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

  • Accredited Behavioral Finance Professional (ABFP)
    Anna Foxburn is an Accredited Behavioral Finance Professional (ABFP)

    As the first advisor-focused behavioral finance designation from an accredited college or university, the Accredited Behavioral Finance Professional℠ or ABFP℠ program, is a unique program that enhances advisors’ emotional competencies, client interactions, and financial planning advice through a thorough understanding of psychological explanations for economic behavior and hands-on practice of knowledge.

Contact Anna Foxburn

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Office Locations:

  • 211 Morewood Rd
    Beerville, ND 00000

The Media & Investing | Don't Believe The Media Hype | Core Wealth Management - In Your Corner

Published on Sep 28, 2017

Don’t Believe The Media Financial Hype | In Your Corner by Core Wealth Management (https://www.core-wm.com) Should you listen to the media for financial investment advice? The media is a source of news that informs us on what is going on. These media shows are in the business of making money by making their sponsors happy. For that reason, you want to be cautious with financial news before you make a quick reaction. The Fee-Only Financial Planners and investment advisory team at Core Wealth Management can help you clear up misunderstanding or new financial news that may or may not be good for your portfolio. Receive A Complimentary Consultation: https://www.core-wm.com/ready-to-learn-more About Core Wealth Management: Core Wealth Management is a fee-only financial planning and investment advisory firm with long-standing community roots. Whether you are seeking unbiased financial planning advice, independent investment management or comprehensive, integrated wealth management solutions, meeting your unique needs is our highest priority. Our goal is being the primary resource you rely on to help grow, protect and manage your wealth through all the inevitable challenges and opportunities that life will bring to you and your family. Core Wealth Management: At the center of your life's plan.™ Core Wealth Management 4600 Military Trail Suite 215 Jupiter, FL 33458 (561) 491-0231 http://www.core-wm.com info@core-wm.com Connect with us on Social Media: Facebook: https://www.facebook.com/CoreWM/ Twitter: https://twitter.com/Core_WM LinkedIn: https://www.linkedin.com/company/core-wm?trk=biz-companies-cym Google+: https://plus.google.com/+corewealthmanagementjupiter Subscribe to our YouTube channel for more financial investment tips: https://www.youtube.com/channel/UCDEIz9DcRgdcSExas89Rheg

What Makes A Good Financial Advisor ? | What To Look For

Published on Apr 17, 2017

What To Look For In A Financial Advisor | What Makes A Good Financial Advisor In Your Corner by Core Wealth Management (https://www.core-wm.com) How do you tell a good financial advisor from a bad financial advisor? There are a few things that you should look for in a good financial advisor. First, it’s all about helping you. From the investments, taxes, costs, risk, and your legacy goals. Second, it’s personalized and aligns with your big picture. The Fee-Only Financial Planners and investment advisory team at Core Wealth Management focus on learning who you are and provide personalized investment advice tailored to your needs, wants, and dreams. Receive A Complimentary Consultation: https://www.core-wm.com/ready-to-learn-more About Core Wealth Management: Core Wealth Management is a fee-only financial planning and investment advisory firm with long-standing community roots. Whether you are seeking unbiased financial planning advice, independent investment management or comprehensive, integrated wealth management solutions, meeting your unique needs is our highest priority. Our goal is being the primary resource you rely on to help grow, protect and manage your wealth through all the inevitable challenges and opportunities that life will bring to you and your family. Core Wealth Management: At the center of your life's plan.™ Core Wealth Management 4600 Military Trail Suite 215 Jupiter, FL 33458 (561) 491-0231 http://www.core-wm.com info@core-wm.com Connect with us on Social Media: Facebook: https://www.facebook.com/CoreWM/ Twitter: https://twitter.com/Core_WM LinkedIn: https://www.linkedin.com/company/core-wm?trk=biz-companies-cym Google+: https://plus.google.com/+corewealthmanagementjupiter Subscribe to our YouTube channel for more financial investment tips: https://www.youtube.com/channel/UCDEIz9DcRgdcSExas89Rheg

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