Cox & Cook Wealth Advisors

EST. AUM
$98,652,618

CONTACTS

CLIENT ACCOUNTS
476

Firm Details

Metro area Columbus
CRD Number 173691
Website plans2retire.com
Client types

Overview

Cox & Cook Wealth Advisors is a Dublin, Ohio-based registered investment adviser operating under Cox Financial Group Inc. The firm provides ongoing wealth advisory management, portfolio management, and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and business entities. Its services include asset allocation, asset selection, risk tolerance assessment, investment policy statements, and regular portfolio monitoring. The firm’s planning approach also covers estate planning, long-term care planning, insurance planning, strategic tax planning, passive income planning, business liquidity planning, and charitable planning for complex client needs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cox & Cook Wealth Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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