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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, CFP®, ChFC®

Cory Jobe is a highly skilled financial advisor and the founder of Core Wealth Management, where he provides customized financial plans that strive to meet his clients' unique needs as a fiduciary advisor with a CFP® and ChFC® designation. In addition to his extensive professional experience, Cory is an active volunteer within his community, regularly donating his time to organizations such as the Special Olympics and the Aquarium. He is also a member of the Battle Creek Church, and enjoys spending time with his wife Kaley, his son, Pierce, his two dogs Buster and Bogey, and playing softball. He holds a degree in financial planning from Northeastern State University, and is licensed in several financial areas including series 7, 63, and 65, as well as Oklahoma Life and Health.

Cory Jobe Photo Cory Jobe Hover Photo

Cory Jobe

President

Meet Kaley Jobe

Kaley Jobe serves as the Marketing Director of Core Wealth Management. She is an experienced Marketing and Public Relations professional with a demonstrated history of working in the architecture & design industry, nonprofit sectors, and financial industry from Tulsa, OK. Kaley graduated from Oklahoma State University with her Bachelor of Arts focused in Strategic Communications (Advertising) and a minor in Theatre. Her skill sets include graphic design, written and verbal communications, brand management, social media and digital content. Kaley loves to be active in the community serving as the former Marketing Chair for the Tulsa Foundation for Architecture, as well as being a current local performer | choreographer for multiple community theatre companies. Her greatest passion is serving as an Adult Sibling Advocate with the National Down Syndrome Congress, for her best friend and big brother, Clark. Kaley married the love of her life, Cory, in October 2019 and they have an amazing son, Pierce, as well as 3 beautiful fur children. When they aren't traveling, you can catch Kaley and Cory making wine in their home or hosting a game night with friends.

Kaley Jobe Photo Kaley Jobe Hover Photo

Kaley Jobe

Marketing Director

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.

Financial Tips

Discover expert insights and practical strategies to improve your personal finances and achieve your financial goals with our personal finance tips blog.


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Monthly Blog

Get to know the personal side of Cory and Kaley Jobe and learn how we balance work and life through our monthly blog featuring our hobbies, experiences, and insights.


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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?



Our Fees

Initial Meeting

The initial meeting is always complimentary. It typically takes 30-45 minutes and we can discuss whatever is on your mind. There is no pressure to do any paperwork or start working together at this point. Most people just want to go over a few goals they have and strategies for how to accomplish them. 

Mutual funds

Mutual funds pay an advisor a commission for being the advisor on the account, these charges are typically 0.25% a year based on the account size. Some funds also charge an upfront fee called a load. These fees are part of what the funds expenses are, they are not an additional fee added on to the account.

ETF’s

We have a variety of ETF account models that range from 0.5% a year to 1% a year, depending on how active and hands on you are wanting to be with the account. These accounts do have a $15,000 minimum.

Advisory

An advisory account starts at 1% a year then decreases depending on the account size. These accounts do have a $30,000 minimum and are mostly invested in individual stocks and bonds.

Retirement Plan

  Full retirement and financial plans start at $1,250 a plan and go up depending on the complexity. Clients that have a mutual fund, ETF or Advisory account with Core Wealth Management receive these plans as part of their existing management. Referrals from Dave Ramsey will also receive this plan free of charge. 

Finance 101 

Finance 101 is a personalized coaching course, it's $250 a month and we meet twice a month. The goal of these meetings is to learn what they should have taught you in school. We will cover your personal budgets, debt repayment plans, insurance, how credit cards work, how to balance a budget and more. There is no contract and you can end the course at any time.

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