Cory is passionate about working with clients to create and manage a comprehensive financial plan, helping them pursue their financial goals. He is a graduate of Franklin & Marshall College, earning a B.A. in Business, Organizations and Society with a concentration in Finance. Cory spent five years working at PNC Wealth Management in Cleveland, OH before relocating back to the Philadelphia area to focus on providing fee-only financial, investment, and estate planning advice to clients. As a CERTIFIED FINANCIAL PLANNER™ Professional, Cory is actively involved with the Philadelphia Estate Planning Council.
Cory lives in Conshohocken, PA. An avid golfer and Philadelphia sports fan, in his free time you can often find him on the golf course or cheering on his favorite teams.
- BA, Franklin & Marshall College
- CERTIFIED FINANCIAL PLANNER™ Professional
The Meyer financial advisory team is located in our Fort Washington, PA office.
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1 †Advisory registrations are held with Wealth Enhancement Advisory Services.
2 Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Fort Washington office advisors are not affiliated with LPL Financial.