McCarthy & Cox News and Articles

Press Release | April 23, 2026

McCarthy & Cox, Retirement & Estate Specialists to become a founding Firm of Kintra Wealth, Blending Deep Community Roots with Forward-Looking Innovation

McCarthy & Cox, a financial planning firm with deep roots in the Marysville community, has decided to join an elite group of advisor owned financial firms in shaping the next era in wealth management.  Kintra Wealth, will be an advisor owned platform, built to combine shared resources, advanced technology, and a collaborative culture.

Founded more than a quarter century ago by Tom McCarthy, with Jim Cox joining a few years after, the firm has grown from a small team into a 20-person organization while maintaining a strong local presence and a deeply personal approach to financial planning.

We’ve always believed our role goes far beyond managing investments,” said Cox. “It’s about helping people navigate life, through good times and challenging ones, and being there for them every step of the way.”

That philosophy is reflected not only in the client relationships, but also in the firm’s charitable efforts, including efforts such as The Elizaveta Fund for orphans and McCarthy & Cox Cares Fund, both held at The Union County Foundation. 

As a founding firm of Kintra, McCarthy & Cox is helping build a community designed to meet the challenges of a rapidly evolving industry, particularly around technology and artificial intelligence, while preserving the independence and personal relationships that define the firm.

“McCarthy & Cox has a long history of innovation,” said Cox. “By joining Kintra with like-minded professionals, we’re able to share resources and build scale to enhance our capabilities with new technologies, while also protecting our clients from risks that may emerge in the future.” 

About Kintra Wealth
Kintra Wealth is a collaborative, advisor-led wealth management firm formed through the merger of six independent firms across the United States. Built on a model of interdependence, Kintra combines the personalized service of local advisory firms with the scale, resources, and expertise of a national platform. The firm is focused on delivering comprehensive, client-first advice through a network of experienced professionals and shared capabilities.

Media Contact:
Kate Visco | katevisco@kintrawealth.com

Press Release | August 13, 2025

McCarthy & Cox Charity Fore a Great Cause

The 13th Annual McCarthy & Cox Charity Golf Outing was a resounding success, breaking yet another record, raising an impressive $40,240 thanks to the generosity of event sponsors, attendees, and the community. All proceeds benefit two local charitable funds housed at the Union County Foundation: The Elizaveta Fund and McCarthy & Cox Cares.

“This event is a true reflection of the generosity and spirit of our community,” said Jim Cox, CFP®, AIF® and owner at McCarthy & Cox. “Thanks to our sponsors, golfers, and volunteers, we can continue making a meaningful impact in the lives of families and individuals right here at home.”

The outing, held at The Ridge Golf & Gardens in Marysville, brought together community members for a day of golf and giving - featuring contests, auctions, and opportunities to donate directly to the benefiting funds.

About McCarthy & Cox Cares
Established in 2013, McCarthy & Cox Cares is dedicated to supporting a wide variety of community needs, providing funding to causes that enhance the quality of life for Union County residents.

About The Elizaveta Fund
Founded in 2014, The Elizaveta Fund helps offset the costs of adoption for families, offering financial assistance to those opening their hearts and homes to children.

Press Release | August 6, 2024

McCarthy & Cox Charity Outing a Success

The 12th annual McCarthy & Cox Charity Golf Outing was a phenomenal success, shattering previous records and raising an incredible $29,185 for two impactful charities! “We are overwhelmed with gratitude for the amazing turnout and the tremendous support from our community and corporate sponsors,” said Jim Cox, of McCarthy & Cox.

The McCarthy & Cox Cares Fund, established in 2013, has been a beacon of hope, assisting seniors, youth, and addressing urgent needs in Union County. To date, this fund has generously given back over $75,000 to our community. The Cares Board, composed of five dedicated McCarthy & Cox clients, independently reviews and manages grant requests from the community. For those seeking support or wishing to apply for funds, visit McCarthyandCoxCares.com for more information.

Additionally, the event supports the Elizavèta Fund, founded by Jim and Faye Cox in 2014 to help families with the often daunting financial burden of adoption. Inspired by their personal journey adopting their daughter, Caroline Elizavèta, from Russia in 2011, the Cox family established this fund to assist others in creating their own loving families. Since its inception, the Elizavèta Fund has provided nearly $80,000 in grants to support adoption efforts. To learn more, visit ElizavetaFund.org.

Both of these vital funds are managed by the Union County Foundation, and all donations are tax-deductible.

Press Release | August 21,2023

McCarthy & Cox Charity Outing a Success

The 11th annual McCarthy & Cox Charity Golf Outing was a giant success, breaking a previous record and raising $27,670 for two charities! “We are very thankful for the outstanding turnout and support from our community and corporate sponsors,” commented Jim Cox, Managing Partner of McCarthy & Cox.

“Tom McCarthy and I started the McCarthy & Cox Cares Fund in 2013 to assist seniors, youth, and to fill emergency needs in Union County. To date, the Fund has donated more than $67,000 back to our community. The Cares Board manages the grants and consists of five current McCarthy & Cox clients who independently review requests from the community. For more information or to apply for funds, we encourage people visit McCarthyandCoxCares.com,” Cox shared.

“The Elizavèta Fund also benefits from our annual golf outing, which Jim and Faye Cox founded in 2014 to assist families with the financial burden of adoption costs. Jim and Faye adopted their daughter, Caroline Elizavèta, from Russia in 2011. Throughout their adoption process, they came to realize the financial and time commitment that is required and decided to help others who wanted to grow their families in the same way. Over the years, the Elizavèta Fund has granted nearly $80,000 to assist 17 families, aiding in the adoption of 22 children. For more information, visit ElizavetaFund.org,” McCarthy noted.

Both funds are housed at the Union County Foundation and donations are tax deductible.