Cox Capital Management LLC Email Format

Financial ServicesMassachusetts, United States2-10 Employees

Cox Capital Management LLC is a small, independent financial planning and investment management firm based in Andover, Massachusetts. The firm serves individuals, families, and nonprofits, delivering tailored financial planning, evidence-based investment management, and ongoing partnership to help clients pursue long-term financial objectives. It emphasizes a disciplined, research-driven approach and operates under a fiduciary standard, with clear communication and a collaborative, relationship-focused service model.

Positioned in the financial services industry as an independent, client-centered advisor, Cox Capital aims to provide transparent guidance and goal-focused planning. The company participates in talent development through the UMass Lowell Internship Program, with interns added in 2019 and 2020, reflecting engagement with local students and ongoing learning.

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