Cory Meyer

Cory works closely with clients to help them make thoughtful, informed financial decisions aligned with their long-term goals. His approach is highly personalized and relationship-driven, built on clear communication, mutual trust, and disciplined planning.

As a CERTIFIED FINANCIAL PLANNER® professional, Cory begins by understanding each client’s unique circumstances, values, and priorities before developing tailored strategies designed to evolve as life changes. He partners with individuals, families, and professionals on investment management, retirement planning, estate planning, risk management, and long-term wealth planning.

Known for his consultative style, Cory believes successful financial planning starts with listening. He emphasizes education and transparency, so clients feel confident not only in their plan, but in the decisions behind it. His goal is to simplify complex financial concepts and provide guidance that is practical, proactive, and forward-looking.

Cory has been recognized as a Five Star Wealth Manager from 2022–2025, reflecting his commitment to excellence and client service.

A graduate of Franklin & Marshall College, Cory began his career in wealth management with a large bank in Cleveland, Ohio, before returning to the Philadelphia area to join the team. He and his wife live in Jenkintown, PA with their son and dog. Outside of work, Cory enjoys spending time with family and friends, staying active in the community, and playing golf and platform tennis.