Coordinated Planning Group

James O. Cox, the founder and president, leads the firm's advisory and investment decision-making. He has been the principal guiding the practice since its inception in 1987, per public record. The firm does not publicly name additional investment committee members.

Coordinated Planning Group operates as a registered investment advisor (RIA), with the flexibility to serve multiple families under a fiduciary standard. This structure places it outside the single-family office exemption, operating instead as a multi-family office practice.

The firm provides investment management that spans traditional asset classes including equities, fixed income, mutual funds, and exchange-traded funds. It pairs this with comprehensive financial planning, covering retirement strategies and long-term wealth accumulation goals.

The firm is based in Morrow, Georgia and has historically served families across the Southeastern United States. No additional office locations are publicly disclosed, reflecting a single-location, regionally focused practice.

James O. Cox has led the firm since founding it in 1987, creating a governance model concentrated in a single principal. With no publicly announced succession plan or next-generation leadership, the firm's continuity depends on Cox's ongoing role, which is a material consideration for multi-generational client families.