James Cox is a financial advisor with Devon Financial Partners. He focuses on wealth and risk management for clients of the firm. He is on the board of several organizations. James joined DFP in January of 2012. He has a BA in History and Political Science from St Mary’s College of Maryland, as well as 20+ years’ experience in the financial services industry.
Many of Mr. Cox’s clients are entrepreneurs and business owners. His practice helps individuals manage risk within their finances, even as they are striving toward creating successful companies.
In addition, Mr. Cox is also extremely familiar with the challenges faced by special needs families, such as those with children who have Autism Spectrum Disorder (ASD). Working with such families he focuses on ensuring that their financial house is structured and fortified to withstand the financial challenges that ASD poses. According to Mr. Cox, “It is critical to look at long term planning on multiple levels. As a result there is much less room for error. Proper planning is key.”
In addition to his work in the financial world, Mr. Cox also focuses on building dialogues around the issues of Climate Change and Human Trafficking. Both issues pose risks to business enterprises, as well as investors. Mr. Cox states, “The world is changing before our very eyes. We must be prepared to adapt.”
His firm, Devon Financial Partners, LLC, is an agency of The Guardian Life Insurance Company of America®. Devon Financial Partners was founded on the principles of integrity, financial skill and commitment to uncompromising client service. We help our clients achieve optimal financial balance by addressing the underlying risk in their current financial plans. Devon Financial Partners has brought together specialists from leading regional firms to address the unique needs of our clientele. Guardian® is a 155-year-old mutual company, which means it is owned by its policyholders. As owners, policyholders share in Guardian’s actual financial results through annual dividends. Guardian has paid dividends to policyholders every year since 1868. Being a mutual company allows Guardian to invest for the future with the collective interests of all of our stakeholders in mind. The company’s focus is always on its customers and building a strong financial foundation that will serve them well today and into the future. Guardian Life is rated A++ by A.M. Guardian has received exemplary ratings from the major rating organizations.
Devon Financial Partners,
744 West Lancaster Av, Suite 235
Wayne, PA 19087
Phone 610-293-8300, Cell 215 768 5883
Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 7 Hanover Square, New York, NY 10004. Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor, (888) 600-4667.
Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Devon Financial Partners, LLC is not an affiliate or subsidiary of Guardian.
PAS is a member of FINRA, SIPC.
Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.
Financial information concerning The Guardian Life Insurance Company of America as of December 31, 2014 on a statutory basis: Admitted Assets = $45.3 Billion; Liabilities = $39.6 Billion (including $34.9 Billion of Reserves); and Surplus = $5.7 Billion.
GEAR no. 2015-11608 Exp 10/17