About Us
The Firm
Philip D. Cox Jr., CFP®
Founder, Bluestone Wealth and Retirement
Phone: (404) 724-8177
Fax: 888-489-4465
Email: philip@bluestoneplanning.com
Philip is passionate about helping people attain their dreams. He founded Bluestone Wealth and Retirement, LLC with a focus on providing the most comprehensive financial planning and investment advice available in the marketplace.
Dedicating most of his career to working in the financial arenas, Philip understands the critical needs of cash management, retirement planning, risk management, and tax planning in obtaining a client's life goals. Complementing his technical and financial knowledge, Philip is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), recognized nationally as the pinnacle of financial planner designations. A CFP® must take extensive exams in the areas of financial planning, taxes, insurance, estate planning, and retirement, and must complete continuing education programs each year to maintain certification status.
By blending personal financial planning with coaching, Philip eases his clients' anxiety around money, presenting sophisticated and thorough planning and investment concepts so the path to achieving financial goals is well understood and the risks involved are identified. Most of all, Philip enjoys working with clients to create a financial plan that achieves their life's aspirations — helping them understand the options and tradeoffs available to meet their goals.
Philip earned his Bachelor of Science degree from the University of Georgia, and went on to graduate from the CFP® Program at Oglethorpe University. Originally from Myrtle Beach, SC, Philip has been an Atlanta-area resident since 1994. Philip and his wife, Becky, and their cats, Mango and Chowder (the Meowza Brothers), currently reside in the Vinings area.
Affiliations