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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Cox & Cook Wealth Advisors is a Registered Investment Advisor (RIA) firm, established in 2015. Cox & Cook Wealth Advisors operates under a fiduciary standard & fee-only model. As an RIA we act in the best interest of our clients in all aspects of our servicing, financial planning and investment management. 

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. 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 our foundation of success.


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Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.


Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

9 Facts About Social Security

There are things about Social Security that might surprise you.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

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