As Founder and Chief Managing Member of Cox Wealth Management, LLC, I serve as a personal CFO and fiduciary advisor to many successful business owners, professionals, physicians, and their families. I provide a full range of tax, estate, investment, and planning services to help them realize their ...more

As Founder and Chief Managing Member of Cox Wealth Management, LLC, I serve as a personal CFO and fiduciary advisor to many successful business owners, professionals, physicians, and their families. I provide a full range of tax, estate, investment, and planning services to help them realize their life goals and create a lasting legacy. As a CERTIFIED FINANCIAL PLANNER Practitioner and a Registered Principal at Osaic Wealth, Inc., I perform investment advisory and portfolio management, comprehensive financial planning, and fiduciary oversight of ERISA plan design and DOL compliance reviews. I also hold the Accredited Estate Planner®, Chartered Financial Consultant®, and Chartered Life Underwriter® designations, demonstrating my commitment to excellence and ethics in my field. I am passionate about educating and empowering my clients and the public on various financial topics, and I have authored, contributed, and spoken on a wide range of financial subjects. My mission is to help my clients build a Significant Life that reflects their values, vision, and purpose. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Any opinions expressed in this forum are not the opinion or view of Osaic Wealth, Inc. and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.less