Cox, Klugh & Company
Focused on What Matters.
Guided by Strategy.
At Cox, Klugh & Company, we help families and businesses across Upstate South Carolina plan, invest, and move forward with purpose. Our local team in Anderson offers straightforward advice and active strategies designed to help you build and manage wealth with confidence.
Clear, personal financial planning
Straightforward Guidance for Every Stage of Life
We believe planning your financial future shouldn’t be complicated. Whether you’re building a business or preparing for retirement, Cox, Klugh & Company helps you make decisions that fit your goals—not someone else’s template.
Our team serves clients across Anderson, Greenville, surrounding Upstate communities, and beyond with practical advice and consistent communication. You’ll always know where you stand and what comes next.
Financial Solutions for Business Owners and Families
Local experience for lasting impact
Every plan starts with a single question: what do you want your money to do for you? From managing cash flow to preparing for your family’s future, we design plans that help you turn financial goals into measurable progress.
Business Services
We work with business owners on financial management, retirement plans, and long-term succession strategies—helping align company success with personal financial goals.
Personal Services
We help families and professionals invest wisely, plan for college and retirement, and protect their financial well-being through coordinated estate and insurance strategies.
Our Difference & Philosophy
Our momentum strategy keeps your plan moving forward
Our proactive investment strategy focuses on identifying market trends and adjusting portfolios to stay aligned with performance potential. We believe wealth management requires movement—not maintenance—so we continuously evaluate what’s working and refine what’s not.
Momentum-based investment style
We research market trends, overweight sectors showing strength and reduce exposure when signals fade. This active approach gives you the potential to capture upside and reduce avoidable drag.
Team-based service, local presence
You’ll have a primary advisor, but our whole team is available to support you. We’re all located in Anderson, SC, and we know the Upstate community — we treat you like a partner, not just an account.
Goal-driven, product-agnostic planning
We ask what you want your money to do — then build a strategy around that. We’re not attached to specific products; we’re aligned with your best outcome.
Ongoing review and adaptation
Financial landscapes change. So do your life goals. We routinely revisit your plan, adjust as needed and keep you informed. That way, your strategy evolves with your life.
A Regional Team with a Broad Reach
Rooted in Anderson, Serving Clients Nationwide
Our office on North Main Street in downtown Anderson is where our story began—and where many of our clients continue to call home. While we’re proud to serve families and businesses throughout the Upstate, our relationships extend far beyond South Carolina.
Today, we work with clients across the country who value thoughtful guidance and a personal connection. Whether you prefer to meet in person or by video, our team makes it simple to access trusted financial advice wherever you are.
