There’s nothing more attractive than owning your wealth confidence.

Period.

With over a decade of leadership in wealth advice, Corey is thrilled to unveil his private wealth advisory practice. An independent firm, free from traditional incentive structures that conflict with your needs.

A practice tailored specifically for you.

Delivering fiercely personalized guidance to individuals and families who are ready to elevate their financial future.

Most recently serving as an Investment Officer with the C&N wealth advisory team, he previously directed portfolio management and business development initiatives within the Bank of Ann Arbor’s Trust & Investment Management Group. Prior to that, Corey led a team of analysts responsible for designing and implementing investment strategies for an institutional-scale investment advisor.

Corey recently served on the Advisory Board of the Institutional Investor Registered Investment Advisor Institute, leveraging his expertise to help shape the future of the industry. A proud Michigan native, he earned his Bachelor of Business Administration in Accounting from Eastern Michigan University. Beyond this foundation, he has earned the Chartered Financial Analyst® designation, the highest distinction in the investment management industry.

Will you join in building a world of inclusion?

in the meantime, connect @ www.coreydboller.com.