Cory’s Approach
Cory D. Buehler
CFP®
Financial Advisor / Member Owner
Overview
Cory Buehler serves as a financial advisor in our Chicago Northcenter, Chicago Loop, and Oakbrook Terrace, 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.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
Education
- Lindenwood University
Bachelor of Arts in Personal Financial Planning - CERTIFIED FINANCIAL PLANNER® professional
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
What Can I Do about Healthcare in Retirement? | Ask a Savant Financial Advisor
When planning your retirement, it’s common to feel a bit lost when it comes to your healthcare coverage….
Do I Need to Keep My Life Insurance After I Retire? | Ask a Savant Financial Advisor
Financial Advisor Cory Buehler answers the question, "Do I Need to Keep My Life Insurance After I Retire?"
All Insights by Cory D. Buehler
2 insights
What Can I Do about Healthcare in Retirement? | Ask a Savant Financial Advisor
When planning your retirement, it’s common to feel a bit lost when it comes to your healthcare coverage….
Do I Need to Keep My Life Insurance After I Retire? | Ask a Savant Financial Advisor
Financial Advisor Cory Buehler answers the question, "Do I Need to Keep My Life Insurance After I Retire?"
Office Locations
Serving clients from our offices in Chicago — Northcenter, Chicago — Loop, and Oakbrook Terrace.
Oakbrook Terrace
One Parkview Plaza17W110 W. 22nd Street, Suite 250 Oakbrook Terrace, IL 60181
t.
630.357.2224
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SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.