Who Are We?
A Partner On Your
Life Journey.
As a firm with over fifty years financial experience, we understand what it takes to manage significant wealth for individuals and families across generations. Working with a limited number of high-net worth clients, we help bring an insightful perspective, personalized attention and customized, boutique-like services.
We are Cox Financial Corporation, serving the financial services industry for over 50 years. Our long-standing client relationships reflect our strong ability to deliver financial strategies that align with their objectives.
Our Approach
A Team That
Understands
You
Our group of wealth management professionals provides financial services and strategies for affluent individuals, families, corporations, endowments, and foundations. Clients include entrepreneurs, retirees, Fortune 500 executives, media personalities, professional athletes, non-profit organizations, and owners of private corporations.
Cox Financial Corporation provides an experience that is both insightful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and family objectives. We combine the personalized attention of a smaller firm with the power, resources and insights of a global financial institution, LPL Financial, creating financial strategies tailored to you.
Edward Maynard
Financial Advisor
Ethan Cox
Financial Advisor
Lee Laney
Financial Advisor
Marybeth Maloney-Riley
Relationship Manager
Michael Perkins
Financial Consultant
Patrick O'Connor
Financial Consultant