Cory D. Buehler

CFP®

Financial Advisor / Member Owner

Financial education and helping others are true passions of mine. Providing personalized financial plans along with tax and estate planning is the most satisfying part of my job.

4040 N. Lincoln Ave Chicago, IL 60618
773.697.9528
200 W. Madison Street Suite 980 Chicago, IL 60606
312.526.3680
5151 Mochel Drive Suite 301 Downers Grove, IL 60515
630.271.0033

Cory Buehler serves as a financial advisor in our Chicago Northcenter, Chicago Loop, and Downers Grove, Illinois, offices, where he focuses on comprehensive financial planning and retirement strategies. Cory guides individuals, families, and business owners through wealth transfer planning, philanthropy strategies, income and estate tax planning, retirement cash‑flow modeling, retirement income optimization, insurance reviews, debt management, and education funding.

Cory began his career in 2014 and previously worked as a retirement plan advisor for a national registered investment advisory firm. A CERTIFIED FINANCIAL PLANNER® professional, he gained experience supporting business owners and plan sponsors with plan design, administration, and participant education.

He earned a bachelor’s degree in personal financial planning from Lindenwood University in St. Charles, Missouri, where he also competed in Division I volleyball.

Originally from St. Louis, Cory relocated to Chicago in 2019. He stays active through workouts and competitive sports and recently developed a passion for international travel. His goal is to visit one new country each year. He and his father share a long-running devotion to the Kansas City Chiefs and celebrated together when the team won Super Bowl LIV in Miami in 2020.


Education &
Designations

  • Lindenwood University
    Bachelor of Arts in Personal Financial Planning
  • CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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