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Our Firm

"Our core belief is that every life holds the potential for significance.
Our mission is to nurture and cultivate that potential, allowing it to flourish.”

Our Pursuit of Excellence

Our Pursuit of Excellence

Located in the heart of Chattanooga, Tennessee, Cox Wealth Management is your trusted partner in wealth management services. We take great pride in delivering a full suite of offerings—ranging from strategic goal setting to expert tax planning.

Leading our firm is Richard L. Cox, Sr., CFP®, CKA® the Chief Managing Member, whose commitment to guiding clients’ planning needs has been unwavering since 1976.

We have empowered many clients to pursue their lifelong aspirations by aligning their financial, personal, and business resources toward building a life of significance.

Our Pursuit of Excellence

Collaboratively, working with Nathan G Strait, CFP® we uncover the unique passions that drive each individual, igniting the fire that propels them to make a profound impact on the lives they cherish.

Our role extends beyond mere advice – we're here to assist you in translating our recommendations into action, identifying your deepest passions and shaping the legacy you wish to leave behind. In close partnership with you, and in collaboration with your other advisors and our esteemed business partners, we craft a focused plan that aligns with your vision.

When you choose to work with our seasoned professionals, you're not just gaining insight – you're acquiring the tools and knowledge needed to chase your lifelong aspirations. Our commitment goes beyond transactions; it's about building a lasting and trusted relationship with us as your steadfast advisors.