Who We Are - Cox & Cook Wealth Advisors

Who We Are

Guidance to Help You Understand and Define Your Financial Goals

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Cox & Cook Wealth Advisors was born out of the desire to find a better way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place.

Our experience acquired over decades in the business constantly reminds us of the fluid and dynamic nature of the journey to financial independence. It is with this philosophy in mind that we are able to use our process to craft individual plans for each of our clients as their lives unfold and their needs evolve.

The Cox & Cook Wealth Advisors Statement of Intention

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Cox & Cook Wealth Advisors provides ongoing, diversely unique wealth advisory management to engaged clients who value authentic expertise in a purposive and proactive environment. With a genuine and eloquent voice, we help our clients feel empowered and provide them with clarity and confidence about their future through a process called the Anchor Point FORMula.

Cox and Cook statement of intention looking at various devices with pen and glasses

Cory B. Cook

CEO, Senior Financial Advisor & Fiduciary

Dan Cox

Senior Financial Advisor & Fiduciary

Dakota Steele

Client Service Manager & Associate Advisor

Tom Cox

Director of Operations

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Cox & Cook Adheres to the Fiduciary Standard

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When it comes to financial reform, individuals should pay the most attention to the regulations surrounding the Fiduciary Standard. It sounds complicated, but it essentially refers to the guidelines that spell out the obligations financial services professionals have to their clients.

Currently, there are two standards that advisors and financial planners are held to - the Suitability Standard and the Fiduciary Standard. At Cox & Cook, we follow the Fiduciary Standard, which charges financial advisors with putting their clients' best interests ahead of their own.

Our Strategic Partners

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As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.

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Estate Planning Attorneys
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Elder Law Attorneys
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Mortgage Brokers
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Property & Casualty Brokers
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Private Client Bankers
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Commercial Bankers
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Certified Public Accountants
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Residential Realtors
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Business Law Attorneys
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Business Valuation Professionals
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Retirement Plan Analysts
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Medicare Benefits Analysts

Contact Us to Get Started

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Start building the foundation of your financial future. Begin the conversation with us today to create a wealth management strategy suited to your unique needs.

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