Andover MA Financial Advisors

Meet Our Advisor Team

Comprehensive financial planning with a human touch

In a world moving more towards pre-programmed robo-advisors, Cox Capital offers a human approach. We use the latest techology but keep the human element in our financial planning process.

Asset Management

As financial advisors move more towards ETFs and robo-advisors, Cox Capital offers a more human approach. We use the latest tech tools, but we keep common sense and experienced judgement in the process.

Financial Planning

Our top priority is to help you meet your goals. Once we have a full picture of your finances, we arrange the pieces to fit your objectives. Adjustments are made as goals change or new situations arise.

Communication

We keep you up to speed on our thinking, research, and things that could impact your financial future. Clear communication is crucial for building a long-term relationship and achieving your financial goals.

Ready to talk about your financial future?

Use our contact form to get in touch and we'll set up a time to talk.

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