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Financial Guidance to Protect Your Nest Egg. Technology to Watch it Grow.

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Plan. Monitor. Grow

Forward Thinking

Based on your values and needs, we help you design your future. We work together with our clients, providing them with the necessary tools to succeed.

Modern Tools 

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

Clear Vision & Direction

We specialize in providing wealth advisory and investment services and tax efficient strategies for clients seeking financial freedom and security.

Integrated Wealth Management to Help Connect the Dots.

Your Financial Life is Complicated. We'll Get You Organized & Focused.

Meet Cory Jobe

Cory Jobe is a financial advisor at Core Wealth Management where he develops personalized financial plans for clients. Cory started at AXA Advisors in 2010 where he built a practice from scratch, in 2015 he left to join Jones Financial services and then created Core Wealth Management in 2018. Cory is an active member The Church at Battlecreek teaching Sunday school to a group of 11th grade boys and hosting a community group for 6 years. Cory’s idea of exercise is playing softball and walking his dog buster, however the scale seems to be hinting that might not be enough. Cory attended Northeastern State University where he received degrees in both financial planning and accounting, he has his series 7, 63 and 65 licenses along with the Oklahoma Life and Health.  Cory is recently married Kaley Jobe on October 12, 2019, they are currently excited about remodeling their home in Brookside as well as planning a trip to Belgium in May. 

Cory Jobe Photo Cory Jobe Hover Photo

Cory Jobe

President

We succeed by providing excellent client service and experienced advice to individuals, families, and businesses in many facets of tax and financial planning. 

We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and client communication.  We work with clients in every phase of their financial lives to reach a mutual agreement on every detail of the financial planning process.

Markets Fluctuate. 

We'll Help You Stay The Course.

Young Families

Plan for your children's future without sacrificing your own goals. 


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Pre-Retirees

The last 8 years before retirement are integral. Our retirement checklist gets you there.  


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Retirees

You've worked hard to get here. We'll make sure you can enjoy it with confidence. 


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Getting Started is Easy

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?



Check the background of this firm/advisor on FINRA’s BrokerCheck.