Our Services

Individuals and families

A wide range of financial services are available utilizing our unique yet simple approach. Learn more: mcox@golombard.com.

Businesses and non-profits

Qualified retirement plan services and business consulting. Our unique approach is particularly relevant to the prudent discharge of fiduciary responsibilities for retirement plan sponsors and the education of retirement plan participants. Learn why: mcox@golombard.com.

Speaking and Educational

Mr. Cox is an experienced public speaker. Past speaking engagements have been with civic organizations, retirement communities and private schools (middle and high). Topics historically have been pertinent to the audience. For example, a recent class taught at a retirement community was about how seniors could prevent themselves from being victims of investment fraud. His background and experience lends itself to not just an educational experience but an entertaining and engaging experience as well. Learn more: mcox@golombard.com.

White Papers, Executive Summaries and Commentaries

Learn more: mcox@golombard.com.