Brian Hickox CFP®
Brian graduated from The Terry College of Business at The University of Georgia in 2002 and started his career with the Institutional Advisory Division of Merrill Lynch in New York. He moved to the financial advisory side in 2005 to work with individuals, families, and businesses. In 2017, he joined Independence Financial Partners to partner with his wife, Elisabeth Hickox, also a financial advisor, to further enhance the service and value offered to their esteemed clients.
With a creative vision and depth of investment experience, Brian seeks to create a custom-tailored financial plan for each clients individual needs, goals and risk parameters. Utilizing professional planning technology and non-proprietary resources, Brian works with each client to create a product agnostic, fee sensitive plan that offers the ability for both advisor and client to continually monitor the plan for progress, and allows the ability to make tactical changes to adjust when necessary.
Brian has earned the CERTIFIED FINANCIAL PLANNER™ designation.
The CFP® designation identifies individuals who have met the rigorous education, examination, experience, and ethics requirements set forth by the Certified Financial Planner Board of Standards, Inc. CFP® professionals also agree to meet ongoing continuing-education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.
This certification signifies Brian's hard work, strength of character, and commitment to fiduciary planning.
Areas of Focus
- Retirement Income Strategies
- Fee-Based Financial Planning
- Annuities; Fixed, Variable, Index
- Life Insurance Strategies
- Long Term Care Planning
- College Savings Plans
- Generational wealth Transfer
Charitable and Civic Organizations
- Young Survival Coalition
- Seaman's Church Institute
- Alpha Kappa Psi
- CERTIFIED FINANCIAL PLANNER (TM)