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Your Financial Life

A plan built around who you are, not just what you own.

Comprehensive, independent financial planning — at a tempo that's right for you.

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Your Dreams

Envision the future you're working toward.

Every plan starts with a clear picture of what you're building toward — for yourself, and for the people you love.

Life transitions including family, career, and retirement

Your Life

Abundant with change, worth planning for.

Marriage and family, college and career, retirement, personal loss and inheritance — we help you navigate every transition.

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Your Wealth

Resources that create security and freedom.

We help you grow, protect, and put your wealth to work in service of the life you want.

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Your Legacy

Framing the setting for how you wish to be remembered.

A small, intimate firm working with you in a relaxed, down-to-earth manner — at a tempo that's right for you.

The most thought-out financial plan isn't worth a thing unless its path aligns with who you truly are and leads you toward your dreams and goals.

Who We Serve

Clients who value independence, at every stage of life.

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The Accumulator

You're earning well and building assets fast, but the complexity is building too. You need sophisticated tax planning, portfolio strategy, and wealth advisory — not just a place to park money.

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Self Employed

Irregular income, multiple income streams, and no employer-provided benefits mean you need tax planning and cash management built around how you actually work.

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Retired

You're managing Social Security, government and private benefit programs, and your two largest expenses — healthcare and taxes — while making sure your funds last.

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Ready to build your plan?

Partner With Us

Value To Client

Align your priorities. Make decisions with clarity.

You will understand how money values and beliefs influence your financial fitness, see a direct link between your financial plan and your life goals, and view your financial resources as a means to express and support the accomplishment of your life's priorities.

Learn More About Our Process
Understand Your Personal Circumstances
Design the Financial Strategy
Produce and Present Your Statement of Advice
Implement the Recommendations
Continuously Review & Monitor

Who We Are

Meet Your Advisor

Philip D. Cox Jr., CFP®

Founder, Bluestone Wealth and Retirement

Philip is passionate about helping people attain their dreams. He founded Bluestone Wealth and Retirement with a focus on comprehensive financial planning and investment advice. By blending personal financial planning with coaching, he eases clients' anxiety around money and helps them understand the path to achieving their life's aspirations.

Get In Touch

Contact

Philip D. Cox Jr., CFP®

Phone: (404) 724-8177

Fax: 888-489-4465

Office Address

Riverwood Center
3350 Riverwood Pkwy, Suite 1900
Atlanta, GA 30339

Mailing Address

Bluestone Wealth and Retirement
Riverwood Center
3350 Riverwood Pkwy, Suite 1900
Atlanta, GA 30339