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Reach Your Goals

Welcome to Cox Financial Corporation, a professional provider of financial services with a foundation built on integrity, trust, and experience. While based in Greater Cincinnati, our positive impact resonates nationwide, driven by the confidence of our clients who value our consistent actions and words.

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Corporate Business
Strategies

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Individual Services

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Our Mission
Why Cox Financial?

Make no mistake. Financial planning is life planning, and the decisions you make today will affect not only your immediate family, but also future generations. We fully appreciate the magnitude of this responsibility. Consequently, we are committed to assist our clients to unlock the appropriate available opportunities for themselves and their families. We understand that we are building financial freedom.

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What We Do 
Custom Stratgies
For Every Need

Financial planning is life planning and it encompasses much more than merely your investments. It is a great responsibility to assist men and women in accomplishing that which all people seek. All 7 billion people who have lived and died and the billions that live today have wanted the same things, a sense of well-being and to know that everything will be all right. These are issues we deal with every day. 

Who We Serve 
Combining Tech and Expertise
To Create Custom Strategies

Corporate Employee Benefits

Corporate Employee Benefits

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Wealth Management

Wealth Management

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Retirement & Legacy Planning

Retirement & Legacy Planning

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Planning Services 
Simple, 
But Comprehensive services

We combine the personalized attention of a smaller firm with the power, resources and insights of LPL Financial, creating financial strategies tailored to you.

Comprehensive

Detailed

Experienced

Our Promise
More Than a Client,
A Partner


We build each client relationship by staying in touch, and guiding them like a friend or family member.

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Resources 
Every decision you make today
can move you one step closer
to your goals

Resources

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Contact Us 
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