Champion Financial & Tax Services, LLC

Overview

Champion Financial & Tax Services, LLC operates as an independent registered investment adviser focused on serving individuals and families, with particular attention to small-business owners. The firm combines financial planning and discretionary portfolio management with tax and insurance services, reflecting its dual role as an adviser and an accountant/insurance broker. Its business model charges fees as a percentage of assets under management and targets clients who want integrated tax-aware planning alongside investment management. Investment activity at the firm is equity-focused. The firm’s stated preference is for exchange-traded equities, and its portfolios appear built primarily from liquid public securities rather than heavy allocations to private markets. Champion Financial & Tax Services, LLC also incorporates limited exposure to commodity and energy-related alternative strategies to complement its equity exposure and to provide diversification and potential inflation hedges.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices