Cox Capital Management is an independent financial planning and investment management firm dedicated to helping individuals, families, and nonprofits build confident, long‑term financial futures.

We are independent thinkers with a disciplined, research‑driven approach, and our mission is simple: to help clients reach their financial and investment goals with clarity, transparency, and personalized guidance.

We work with families and individuals of all ages—from early‑career savers to retirees navigating complex wealth decisions—providing tailored financial planning, thoughtful portfolio management, and ongoing partnership through every stage of life.

At Cox Capital, clients can expect:
- Evidence‑based investment management
- Comprehensive, goals‑focused financial planning
- Straightforward communication and a fiduciary standard of care
- A collaborative, relationship‑driven experience

Our focus is on delivering peace of mind, disciplined strategy, and a clear path forward for every client we serve.

Cox Capital Management LLC

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