Corey T. Myers, CFP®, AAMS®, CRPC®

Wealth Planner

In a trusted advisor you need a partner for your future. It goes beyond managing investments; it's ultimately about managing your plan and your decisions. Your decisions and reactions to the market and/or headlines of the day can be your own worst enemy. To be successful, you must know the following:

• Where do you want to go/what is important to you?

• How much risk are you comfortable with to get there?

• How much risk do you need to take to get there?

• What are reasonable expectations?


I offer the following services to businesses and individuals:

• Fee-only Planning

• Fee-based Investment Management

• Risk Management/Insurance Planning

Phone 864.501.9992
Mobile Phone 864.561.6408