Broker Check
Could Your Money Work Harder?

Could Your Money Work Harder?

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights.

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From One Professional to Another, Let’s Work Together.

From One Professional to Another, Let’s Work Together.

Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk.

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Our Clients

Helping investors from every background

Client Centered


Cox Global's financial advisors consider your financial world and our global investment resources to help you meet your wealth goals. We want you to feel confident about your investment strategy.

OUR MISSION AS YOUR TRUSTED ADVISOR IS:

  • To understand and stay focused on your goals with our consistent approach to investing. We will utilize all of our resources to provide you the most appropriate investments.
  • To associate ourselves with the finest domestic and global institutional money managers. We will keep you informed of economic, regulatory, and financial trends.
  • To be your partner and trusted resource as your situation changes and develops. Our professionals will stay up to date with technology and tools to give you the best advice.
Retirees

Retirees

Planning for Your Retirement Before and After

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

Request an Appointment

What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally. Visit our What We Do page to learn about the types of accounts we manage and clients we help.

Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Our Knowledge Center will provide you a place to find our most recent Cox Connection newsletters, special events, informational articles, and access to financial calculators.

Visit the CGA Knowledge Center

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

    

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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