Broker Check

Individual Services

To provide long term security for your family, you must have a blueprint for success. Cox Financial Corporation can get you there.

Cox Financial Corporation offers broad solutions through a spectrum of financial services. From growing your wealth to planning for your family’s future, Cox Financial Corporation is your wealth management resource.

Learn more

Corporate Services

Transforming workplaces for over 30 years, our corporate services deliver unparalleled workplace benefits that enrich the lives of employees and foster lasting organizational success. Trust in our decades of experience to elevate your company's work environment and employee satisfaction.

We are committed to supporting your organization's growth by providing top-tier workplace benefits that cater to your diverse workforce. Partner with us to unlock the full potential of your employee benefits program and foster a thriving workplace culture.

Learn more

Welcome to Cox Financial Corporation

Financial Services

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

From wealth management and investment advisory services to retirement planning and risk management, we have the resources and expertise to navigate the complexities of an ever-evolving financial landscape.  Explore the possibilities with us and experience the difference that trust, integrity, and experience can make in your financial journey. Welcome to Cox Financial Corporation, where your success is our top priority.

Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Learn More

Financial Guidance

"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, peace of mind and to know that everything will be all right. These are issues we deal with every day. I don't think anyone in any job does anything that is more important than what we do.  ~Phillip R Cox, Founder