Corey Ross, RFP®, AIF®

Financial Advisor with Integrity, Stewardship, and Heart

Corey Ross is a committed Financial Advisor dedicated to empowering individuals, families, and future generations through common-sense financial principles—guided by stewardship, integrity, and the heart of a teacher. Corey began his journey in the financial planning and analysis sector in 2001, working for Ameriprise Financial and WaMu Investments, the investment division of Washington Mutual Bank. In 2010, he joined another advisor’s practice affiliated with LPL Financial—an experience that further expanded his industry knowledge and collaborative expertise. Ultimately, Corey’s entrepreneurial spirit led him to launch his own financial planning business—a leap of faith that became one of his most rewarding decisions.

With over two decades of experience and a proud background serving in the U.S. Navy, Corey helps clients build brighter futures and lasting legacies with thoughtful advice and personalized strategies.

A longtime fan of Dave Ramsey, Corey believes in the time-tested principles of smart money management and financial freedom. While Corey remains passionate about making financial education accessible, he now focuses on serving investors with at least $250,000 of investable assets. This ensures he can provide truly personalized, high-level service to each client he serves.

As of July 30, 2025, Corey serves 384 valued clients and manages $84,327,290 in assets under management, a testament to his commitment and the trust his clients place in his care.

Professional Experience

“Talking about money can be hard—but not talking about it can tear families apart. I take pride in helping you make sure your legacy brings clarity, not conflict.”

Connect with Corey

Whether you’re looking to build your financial confidence, plan your legacy, or give your children the clarity they need for the future, Corey and his associates welcome the opportunity to serve with knowledge, integrity, and care. Explore our educational resources, or reach out today to start your journey toward financial well-being and family harmony.

Ready to take the next step for your legacy and loved ones? Connect with Corey Ross and discover the difference that personalized, principled financial and estate planning can make for your entire family.

Connect