Broker Check

Who are We?

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. We have been in the financial services industry for over 50 years and our client base conveys an uncommon – and uncommonly widespread – trust in our ability to deliver financial solutions that meet our clients’ objectives.

Our Vision

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 best available opportunities for themselves and their families. We understand that we are building financial freedom.

Our Approach

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 [StoneX], creating financial strategies tailored to you.
As our client, know we are working in your best interests, providing outcome-based financial strategies designed to anticipate and realize your evolving financial needs – with a personalized touch that makes your experience as enjoyable as it is rewarding.

About StoneX

The StoneX network consists of all of the platforms, products and services available through StoneX Group Inc. and its global subsidiary companies. A Fortune-100 company with a nearly 100-year track record, StoneX Group Inc. (NASDAQ: SNEX) and its 2,900 employees serve clients from nearly 70 offices spread across five continents.

StoneX currently serves more than 32,000 commercial, institutional and payments clients, and more than 330,000 active retail accounts across 180 countries. Our clients use our institutional-grade digital platforms, our high-touch service, and our market intelligence to pursue trading opportunities, make investments efficiently, manage their market risks, and improve their business performance. Our relentless focus on helping them accomplish these goals has enabled us to build deeply valued, long-term relationships based on guidance, integrity, transparency and trust.