Please Visit Our New and Improved Website

Approach
Services
- Financial Planning
  Our financial planning process ensures our clients feel empowered to make informed, confident decisions about their financial future.
- Beneficiary Assistance
  After a loved one’s death, we help beneficiaries navigate the challenging financial aftermath and prepare for the next steps in their lives.
- Tax Analysis & Planning
  We emphasize tax analysis in our financial planning, considering the consequences of every decision, so that tax liabilities don’t weigh down your financial growth.
- Investment Management
  Through our flexible approach, we will work with you to map out investments tailored to your goals and tolerance for risk.
- Retirement Planning
  Retiring is easy. Staying retired is hard. We will be your guide to making sure that your retirement is the enduring, fulfilling experience you deserve.
- Social Security Consulting
  We understand the intricacies and complexities of Social Security. We will identify your eligibility for benefits and help you file claims to receive the money you are owed.
Team
- James A. Cox, III
  Financial Advisor
- Carl E. Beck, III
  Financial Advisor
- Stephen M. Harrison
  Financial Advisor
- Richard W. Jackson
  Social Security Consultant
- Mary Beth Alber
  Administration
- Lori Piasecki
  Administration
- Holley Whitfield
  Administration
Insights
Contact Us

Jamie Cox and Holley Whitfield have been hard at work creating our new and improved website.

Please take a minute to visit the website to learn more about our firm and the services we offer.

Does my portfolio carry too much risk?

Our investment approach seeks sustainable growth while limiting our clients’ exposure to risk. Get a free assessment of your portfolio’s risk and learn whether it aligns with your financial goals.

Find My Risk Number