What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4pm

Cox & Cook Wealth Advisors

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United States
Dublin, OH
Cox & Cook Wealth Advisors

We empower our client through a process called the Anchor Point FORMula.

Cox & Cook Wealth Advisors provides ongoing, diversely unique wealth advisory management to engaged clients who value authentic expertise in a purposive and proactive environment.

04/17/2026

New episode is live! 🎙️ Episode 5 of Simply Wealth – “Estate Planning Essentials”

Cory sits down with Dan, Dakota, and Rich to break down the fundamentals of estate planning in plain English.

They cover:
- Who actually needs an estate plan
- What happens if you become incapacitated
- The truth about probate (and why it gets a bad rap)
- The essential documents everyone should have

Halfway through the episode , they go deep on trusts — when they make sense, how they protect your family (especially with minor children), how to fund them properly, and common mistakes to avoid.

If you want clarity and confidence around protecting your legacy, this episode is for you.

Listen now → search “Simply Wealth” on Apple Podcasts, Spotify, or your favorite platform. You can also watch on our website or on youtube (links in bio)

What’s one estate planning question you’ve always had? Drop it in the comments 👇

04/14/2026

A special thank you to all our wonderful clients who joined us last week for an amazing wine tasting at ! The wines were fantastic, and the company was even better.

Cheers to another fantastic event in the books! 🥂

02/13/2026

New episode is live! 🎙️ Episode 4 of Simply Wealth

Cory and Dan get real about the financial advisory industry — the difference between fiduciary vs. suitability vs. hybrid models, how commissions create hidden conflicts, why some products (like certain annuities) raise red flags, and the questions everyone should ask before trusting an advisor with their money.

Key questions they recommend:
- How are you paid?
- What licenses do you hold?
- Can I see your Form ADV?
- Are there any conflicts of interest?

If you’re thinking about working with an advisor, reevaluating your current relationship, or just want to understand what “best interest” really means — this episode is for you.

Listen now → search “Simply Wealth” on Apple Podcasts, Spotify, or your favorite platform. You can also watch on our website or on youtube (links in bio)

Drop a comment or DM us: What’s one question you’d ask an advisor before signing on? 👇

02/09/2026

Last month, the U.S. economy continued its above-trend expansion, driven primarily by robust consumer spending and a resilient services sector. Yet beneath these positives, challenges are mounting. Swipe through for an overview.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

01/16/2026

Exciting update, everyone! Episode 3 of Simply Wealth is LIVE: Roth IRA's & Conversion Strategies for Tax-Free Growth

Join Cory, Dan, and Tom as they break down Roth IRAs for tax-free growth and liquidity—ideal for young savers, high earners avoiding RMDs, or estate planning. We cover upsides like no RMDs and inheritance benefits, downsides (upfront taxes, irreversibility), and key strategies: Roth conversions for tax hedging, backdoor Roths for those over income limits (e.g., MFJ phase-out at $236K-$246K for 2025), and mega backdoor for self-employed/high-comp folks via solo 401(k)s (up to $60K-$80K+). Watch for pro-rata rule pitfalls and why it's not one-size-fits-all—team up with pros for your unique plan!

Tune in on Apple Podcasts, Spotify, or wherever you listen—search "Simply Wealth" by Cox and Cook Wealth Advisors. You can also watch the episode on our website and youtube.

https://plans2retire.com/simply-wealth/
https://www.youtube.com/watch?v=OIWxk8gJuRw&feature=youtu.be

Thoughts? Feedback or ideas welcome below! Share with friends optimizing their retirement.

12/29/2025

We have big news that we’re thrilled to share! 📣

Our outstanding Cory Cook has earned the prestigious Five Star Wealth Advisor Award for another year! Out of the 1436 nominated advisors in the Columbus area, Cory stands out as one of just 60 recipients. We're beyond proud of his unwavering dedication, sharp expertise, and passion for guiding clients toward their financial dreams. Huge congrats to Cory on this stellar achievement!

12/22/2025

From all of us, we hope you and your family have a joyful holiday season filled with peace, laughter, and meaningful moments with those you love.

As the year comes to a close, please note that our office will be closed on December 24th and 25th and again on January 1st. We’ll be back on the 2nd, ready to support you in 2026.

Merry Christmas and Happy New Year!

12/19/2025

Exciting news! Episode 2 of Simply Wealth is LIVE and we're diving deep into the intersection of Marriage and Finance.

Our team share real-life stories and actionable tips on transparent communication, setting up smart cash flow systems, navigating mindset differences, and essential estate planning—especially for families with kids (or even pets!).

Whether you're newlyweds or long-time partners, learn how to turn finance into a team strength and build wealth together!

Tune in now on Apple Podcasts, Spotify, or your favorite platform—search "Simply Wealth" by Cox and Cook Wealth Advisors. You can also watch this episode on our website or on Youtube. (https://plans2retire.com/simply-wealth/)

What do you think? Drop feedback or topic ideas below (spouses' perspectives next???). Share with your network!

11/27/2025

At Cox & Cook Wealth Advisors, we are always looking for innovative ways to empower you on your financial journey. That's why we're thrilled to announce the launch of our brand new podcast, Simply Wealth!

Whether you're a seasoned investor or just starting to think about your financial future, Simply Wealth is designed to provide value in bite-sized episodes you can enjoy on your commute, workout, or downtime. Our goal is to demystify wealth management and help you make informed decisions with confidence.

Search for Simply Wealth wherever you listen to podcasts. Episode 1 is out now and we can't wait for you to hear it!

Thank you for being part of our community. We're excited to connect with you in this new way and continue supporting your path to financial success.

11/26/2025

As Thanksgiving arrives, we want to extend a heartfelt thank you to our wonderful network. Your partnership, trust, and continued support mean the world to us.

Please note that our office will be closed on Thursday, November 27th, and Friday, November 28th, to allow our team to enjoy time with loved ones. We'll resume regular business hours on Monday.

Wishing you a joyful, restful, and gratitude-filled Thanksgiving!

Address

53 N. High Street STE A1
Dublin, OH
43017

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4pm

Telephone

+16147642366

Website

http://www.plans2retire.com/, https://plans2retire.com/contact/

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