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Brandon Cox, CFP®

Brandon Cox, CFP®

Founding Partner | Wealth Manager

Brandon Cox is responsible for assisting clients in understanding how they think about their financial lives, helping them through a goal-based, holistic planning process.  Brandon has extensive experience in helping people live the life they want through dynamic financial planning and provides personalized investments and other offerings for specific client needs.

Previously, Brandon was a financial advisor at McDonald, Cox & Klugh until its acquisition by United Capital Financial Planners in 2015. United Capital became what we know now as Goldman Sachs Personal Financial Management.  In 2023, Brandon and Art Klugh teamed up to join Cox, Klugh & Company with Concurrent Investment Advisors.

Brandon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and graduate of Clemson University.

He is married to his high school sweetheart, Whitney. They are blessed to have two caring and bright children. When outside the office, Brandon enjoys serving his community through various non profits as well as his church where he teaches a Sunday morning Bible Study.