Guiding Financial Lives with Purpose
Purpose is at the foundation of every plan we build. By listening carefully and acting intentionally, we align your financial life with deeply-held personal values to create true financial well-being.
Schedule a Call with a Wealth AdvisorThe Team Behind You
Jeff Corey
Founder & Managing Partner
Lincoln Hurney
Partner
Adam Marcellus
Wealth Advisor
Danielle Hansen
Director of Client Service
Masiel Yarbrough
Director of Operations
Yolanda Fox
Client Service Associate
The Corey Wealth Partners Difference
Founded by Jeff Corey, Corey Wealth Partners is a firm built for people who want their wealth and values to work together to create a meaningful life.
With more than a decade of guiding executives, entrepreneurs, and families through complex financial decisions and big life events, we bring technical insight and personal relationship to every client engagement.
Whether it’s the math of equity compensation, retirement income planning, or conversations about multi-generational estate plans, we’ll guide you every step of the way.
Three Simple Steps to Purposeful Wealth
A clear path to aligning your wealth with what matters most
Learn
What’s your money for? Your goals and values are behind every recommendation we make.
Plan
Since our inception, clients have referred their family and friends, because integrity defines everything we do.
Live
With your plan in place, you can focus on what matters, knowing your wealth is working in alignment.
Let’s Start the Conversation
We’d love to connect. Let’s explore how we bring intentional planning to your wealth.
Book a meeting