Our Firm

Cox Wealth Management, LLC

is a Registered Investment Adviser located in Chattanooga, Tennessee, providing a full range of Wealth Management Services, including Investment and Tax planning advice to our clients.  

The Chief Investment Manager of the firm, Richard L. Cox, Sr., CFP^®, QFP, ChFC, CLU, MFP, CWM, ATA, AEP has been stewarding the assets of his clients since 1976. 

"Our belief is that no one should pay more in taxes than required by law and everyone should find a suitable Wealth Management Program designed just for them. Our mission is to show them the way," says Mr. Cox.

Cox Wealth Management, LLC has helped many of our clients work toward achieving their lifetime goals through a systematic process of analyzing, prioritizing, and planning an overall "client-centered" strategy. Whether calculating future retirement needs, analyzing the sell of a business, or planning ways to lower estate taxes.

We help our clients through the actual implementation of our recommendations, including selecting investments*, developing risk management techniques, analyzing retirement planning options, developing business management strategies and suggesting tax reduction ideas.

Our clients learn how to acquire the tools and information needed to pursue their goals, while building a long and trusted relationship with us, as their Advisor.

Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.

CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.