Brian M. Fox is the Owner and Managing Partner of Fox Wealth Partners, bringing more than 16 years of experience to his leadership and client relationships. Recognized as one of the 2022-2023 Forbes Top Next-Gen Wealth Advisors Best-In-State and and a team member of FOX Financial Consulting Group of Wells Fargo Advisors who was names as one of the 2023 Forbes Best-in-State Wealth Management Teams., Brian has built his career on integrity, collaboration, and a genuine dedication to helping clients make confident financial decisions.
Brian began his professional journey after earning his Mechanical Engineering degree from Clemson University. He launched his career with Otis Elevator, selling technical systems that deepened his appreciation for precision and exceptional client service. In 2009, he transitioned into financial services with Wells Fargo Advisors as a Financial Consultant. Over the years, he advanced to Managing Director-Investments, continuously honing his strengths in relationship-building, problem-solving, and delivering thoughtful financial guidance tailored to each client’s unique goals.
Known for his approachable style and commitment to meaningful connection, Brian thrives on real conversations—especially over the phone—where he can truly listen, understand client needs, and help provide clarity in moments that matter. He finds purpose in solving complex challenges and helping clients feel secure and empowered in their financial lives.
Outside the office, Brian is actively involved in his sons’ youth athletics, coaching and cheering them on in lacrosse and soccer. He also enjoys golf, fishing, and spending time outdoors. Each year, he and his family make it a priority to travel internationally, exploring new cultures and gaining fresh perspectives together.
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com) 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Owner
Managing Partner
Cynthia began her career in the securities industry in 1984 as a wire operator—a role that once served as the central hub of a branch, handling all buy and sell orders with speed and precision. In 1993, she transitioned into the Client Associate position, where she discovered her true professional passion. Working directly with clients has allowed her to build strong relationships, provide meaningful guidance, and deliver solutions that make a tangible difference in their financial lives.
With a love for problem-solving, Cynthia is often the first to step in when someone asks, “Do you know how to do this?” She enjoys the process of researching, troubleshooting, and finding effective answers, helping to ensure clients receive thoughtful and reliable support.
Outside of work, Cynthia enjoys gardening, antiquing, and spending time with her twin grandsons—activities that bring balance, joy, and fulfillment to her life.
Senior Registered Client Associate