6031 Shallowford Road,
Cox Wealth Management, LLC is an independent wealth management firm. We chose to be regulated as fiduciaries. This means we are legally bound to always put your interest first, a standard recognized by regulated professionals and enforceable by law.
We are “fee-based” advisors, not to be confused with “fee-only”. The difference is we believe having the necessary licenses for acquiring any financial product such as Insurance, Commodities, Stocks, Bonds, Options, Private Placements, Mutual Funds, and Exchange Traded Funds allows us unfettered access to review and select investments based upon your unique needs. As your recognized fiduciary we are trained and licensed to determine if any particular investment meets your needs.
In short, we take care of coordinating all your wealth management needs, so you don’t have to.
Our company was started in 1984, when founder Richard L Cox, Sr. CFP®, CKA® first decided to serve his financial planning clients as an Independent Advisor. Over the years, his leadership has developed Cox Wealth Management, LLC into a firm known for its unique ability to find custom solutions to complex problems for our clients.
Solutions for just about any issue you may face, including a broad range of long-term planning strategies for you, your family, or your business.
We are also honored to serve with your other professional advisors as a critical part of your team. Whether you simply need a single solution or want a team of financial and legal advisors working together, we are here to help bring together all the pieces of your financial life.