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Our Values

Our Values

At Cox Financial Group, our values mean everything to us. They guide our advice. Define our service. And enable us to focus on what is most important to our clients.

  • Community Focused: We believe in building long-lasting relationships with our clients. As members of the same community - we live, work, shop, and go to church with the individuals and families we serve. Our community is important to us, because it’s the very thing that brings us together.
  • Transparent: The financial world is a complex enough place on its own. We won’t add to that confusion, but instead will instill clarity everywhere we can. Through personalized financial guidance and support, our clients are never left in the dark regarding our services, fees, or the progress of their plan.
  • Passionate: We live and breathe what we do here at Cox Financial Group. Helping people succeed in life isn’t just important to us - it’s everything. Our passion to help clients plan, prepare, and achieve financial success, is at the cornerstone of everything we do. Our passion will help you improve your outlook of your future and avoid decisions that could lead to financial upheaval.
  • Honest: As financial advisors, we listen first, and respond second. We provide advice that is honest, straightforward, and suited to help our clients reach their goals. We answer questions honestly. Create plans that reflect your future vision. And support our clients in reaching their short and long-term goals.


It is essential that our values as a firm, align with your personal values as our client. Give us a call to learn more about Cox Financial Group, and how we can assist you in the pursuit of your financial dreams.