Cory Bittner Named to Forbes’ 2025 Top Next-Gen Wealth Advisors Best-in-State List
By Luke Sullivan on August 11, 2025
We are pleased to share that our Wealth Advisor, Co-Founder, and CFO, Cory Bittner, has been named to the 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State list. This accolade highlights the skill, dedication, and service Cory provides to our clients every day.
About the ‘Top Next-Gen Wealth Advisors Best-in-State’ List
The 2025 Top Next-Gen Wealth Advisors Best-in-State list spotlights advisors born in 1985 or later who have at least four years of experience and demonstrate strong leadership, client retention, and industry impact. Cory’s inclusion reflects his commitment to building strong relationships, delivering personalized financial guidance, and consistently raising the bar for himself and our team.

No Stranger to Recognition
Cory was also named to Forbes’ 2025 Best-In-State Wealth Advisors list and AdvisorHub’s 2025 Advisors to Watch list earlier this year. His inclusion on Forbes’ Top Next-Gen Wealth Advisors Best-In-State list in both 2023 and 2024 makes this his third consecutive appearance.
Our Commitment to You
We strive to provide the highest level of service and knowledge to our clients. All the recognition our advisors receive reinforces this commitment and represents the efforts of our team as a whole. We also know we couldn’t have the opportunities to be a part of such recognition without our clients. We’d like to recognize and thank all of you, too! We are here to help you enhance your financial literacy and explain exactly what your financial plan means to you.
Thank you for your continued trust.