On my Dad's 79th birthday, I informed him of my decision to leave my partnership at another firm to form Cox Financial Group. In retrospect, it was the best business decision I could have made. I attribute how I lead and operate my business to my dad. His advice and example on "how-to" charge clients showed me the best and fairest way possible - as if I were charging my own family. This advice led to our model of "Fee for Service" rather than one-time, up front commissions.
The approach is designed for moderate, steady and manageable growth. Most importantly, our team is focused, motivated, and provides meaningful solutions.
I want my father to know how much I appreciate him, his advice, and the way he leads his life. His example of hard work, high ethics and simply doing the right thing, has served me well and will continue to do so.
In April 2012 Dan Cox partnered with Cory Cook to form Cox & Cook Wealth Advisors.