About My Practice
Cox Wealth Management, LLC is a Registered Investment Adviser located in Chattanooga, Tennessee, providing a full range of Wealth Management Services, including Investment and Tax planning advice to our clients. The Chief Investment Manager of the firm, Richard L. Cox, Sr.,CFP® has been stewarding the assets of his clients since 1976.
"Our belief is that every life has the seed for Significance. Our mission is to show them how to make it grow," says Mr. Cox.
Cox Wealth Management, LLC has helped many of our clients work toward achieving their lifetime goals by using their financial, personal and business resources toward building a Significant Life, as they define it. Working together we discover their true passion, that spark that motivates each person to make a lasting impact on the lives of those they hold dear.
We help our clients through the actual implementation of our recommendations, including identifying their heartfelt passions, identifying the legacy they wish to leave, and then in close partnership we begin constructing a focused plan, while working in concert with their other advisors.
Our clients learn how to acquire the tools and information needed to pursue their lifetime goals, while building a long and trusted relationship with us, as their Advisor.
Richard L. Cox Sr., CFP®, QFP, ChFC®, CLU®, CWM®, MFP™, ATA®, AEP®
Chief Investment Manager
Started his financial services career in 1976, He has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards, Washington, DC, and the Qualified Financial Planner (QFP) designation from the International Association of Qualified Financial Planners, Beverly Hills, CA. He has also earned the Chartered Financial Consultant (ChFC®) and the Chartered Life Underwriter (CLU®) designations from the American College, Bryn Mawr, PA.
Richard has also been recognized as a Fellow of the American Academy of Financial Management of Metairie, LA and has been awarded the Board Certified designations of Master Financial Professional™ (MFP™) and Chartered Wealth Manager® (CWM®) by the Academy. He has also been recognized as an Accredited Tax Advisor® (ATA®) By the Accreditation Council for Accountancy and Taxation, Alexandria, VA and as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils, Cleveland, OH.
Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC.
Investment Advisory services offered through Cox Wealth Management, LLC a Registered Investment Adviser.
Cox Wealth Management, LLC is independent of American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance: AL FL GA MS, KY MT NC TN TX, Health/disability insurance: AL FL GA MS, KY MT NC TN TX, Fixed annuities: AL FL GA MS, KY MT NC TN TX, Variable annuities: AL FL GA MS, KY MT NC TN TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - QFP, CLU, CWM, MFP,ATA, AEP,QKA
Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC
Considerations: $100,000 Minimum for Managed Account. See our Form ADV Part II on the www.coxwealth.com website.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.