About

Financial Planning with a Human Touch

At Cox Capital Management, we provide personalized financial solutions for high-net-worth individuals and nonprofits. Unlike larger institutions, we take a hands-on approach. Every client gets a tailored strategy that matches their unique financial goals. Whether managing generational wealth, overseeing nonprofit endowments, or guiding professionals toward financial independence, we focus on customized financial planning and investment management.

History

After twenty years in the financial services industry, Bill Cox started Cox Capital Management in 1997 to tackle the conflicts of interest he saw in traditional advisory firms. During that time, Bill met with hundreds of company management teams and developed a knack for spotting talented managers. Today, the firm has grown into a comprehensive wealth management firm, serving high-net-worth individuals and nonprofits across the country.

Philosophy

At Cox Capital, we utilize a research-driven approach to investment management. Our disciplined focus on risk management is designed to help clients navigate volatile markets, drawing on experience through historic downturns such as the 2000 tech bubble and the 2008 financial crisis. By integrating quantitative analysis with modern financial technology, we strive to help clients pursue their long-term financial goals.

NOTE: Investing involves risk, including the potential loss of principal. Past performance is no guarantee of future results. Risk management strategies cannot ensure a profit or protect against loss in declining markets.

If you're considering working with a financial advisor for the first time, our comprehensive guide can help you understand how to find the right financial advisor in Andover, MA.

Fiduciary

As a fiduciary, we adhere to the highest levels of trust and transparency. We make decisions based solely on our clients' best interests.

Community

Beyond wealth management, we are dedicated to supporting the local community through charitable contributions and educational initiatives. We believe in giving back and empowering individuals with financial knowledge.

Cox Capital Management is a proud member of the Merrimack Valley Chamber of Commerce. The Merrimack Valley Chamber of Commerce is the largest, most effective business to business network serving over 1,000 businesses in the Merrimack Valley communities including Andover, Lawrence, Methuen, North Andover, Greater Haverhill, Greater Lowell and Southern New Hampshire.