James B. Cox, CFP®, AIF®

James B. Cox, CFP®, AIF®

CERTIFIED FINANCIAL PLANNERâ„¢

Jim, a CERTIFIED FINANCIAL PLANNER practitioner and Accredited Investment Fiduciary® professional, joined McCarthy & Cox in 2004. He previously worked as a financial advisor with Merrill Lynch in Columbus, Ohio, and before that, he was a commodities trader.


A graduate of Bowling Green State University, Jim is deeply involved in his community. He has served as the chairman of the Board of Directors for the Union County Foundation, the Marysville Uptown Renewal Team, and the United Way of Union County. He currently serves on the board of The Care Train of Union County. Jim and his wife own The Ridge Golf & Gardens, an 18-hole public golf course and event center.


Jim is also a graduate of the Union County Ohio Leadership Society and has been featured in various publications, including the Columbus Dispatch, the Marysville Journal-Tribune, and Columbus CEO Magazine. Jim is a member of the National Financial Planning Association.


In 2013, Jim and his wife established The Elizaveta Fund, which is housed at The Union County Foundation in order to help families alleviate the financial burden of adopting orphans. Over the past decade, their organization has helped over 25 orphans find forever homes. Jim lives in Marysville with his wife Faye, who is the managing partner of Schulze, Cox & Will law firm, their son Kaleb James, and daughter Caroline Elizaveta.


Family Motto:
"Nothing in this world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent." - Calvin Coolidge


First Job:
Jim started his career early, taking on a paper route with 90 homes at the age of 9, determined to make his own way even though the age requirement was 10.


Key Points

  • Certifications: CERTIFIED FINANCIAL PLANNER, Accredited Investment Fiduciary®
  • Career: Joined McCarthy & Cox in 2004; former financial advisor at Merrill Lynch; lead commodities trader at American Electric Power
  • Education: Graduate of Bowling Green State University
  • Community Involvement: Former chairman of various boards, current board member of The Care Train of Union County
  • Business: Co-owner of The Ridge Golf & Gardens
  • Philanthropy: Founder of The Elizaveta Fund
  • Publications: Featured in Columbus Dispatch, Marysville Journal-Tribune, Columbus CEO Magazine
  • Family: Lives in Marysville with wife Faye, son Kaleb James, and daughter Caroline Elizaveta