Cory Bittner, CRPC^™

Co-Founder and CFO, Wealth Advisor

Cory is a dedicated professional with a lifelong commitment to helping enhance clients’ lives. His passion for the people business began his junior year in college when he started his first internship in finance and there’s never been a Plan B. He is an outlier in his generation, working in one industry, in one evolving role, since 20 years old.

Cory approaches building relationships with clients by closing his mouth and listening to their wants, needs, and wishes along with their concerns and what keeps them up at night. He focuses on connecting financial planning, investment management, and tax planning with personal relationships, to guide clients toward their desired outcome and filter out information overload of the modern world.

Cory prioritizes open communication and trust, working in partnership with clients to identify and pursue THEIR financial goals. He meets with prospective clients to establish comprehensive, goals-driven financial plans and investment strategies to achieve them. Careful planning and attention to detail is critical so Cory works closely with the team at Falcon Wealth Advisors to implement and update those plans with clients as life happens and things change.

As the Co-Founder at Falcon Wealth Advisors, Cory is proud to be part of building an incredible team of friendly, high-performing professionals who prioritize their clients' best interests. He’s responsible for the professional development of team members, and maintaining a client-centric environment.

Cory graduated Summa Cum Laude from the University of Central Missouri and holds the Chartered Retirement Planning Counselor^™ (CRPC^™) designation. He has also completed the Investment Strategies and Portfolio Management Executive Education Program at The University of Pennsylvania’s Wharton School of Business. Cory has been featured in Ingram’s Magazine’s “20 in Their Twenties” list, Forbes’ Top Next-Gen Wealth Advisors Best-in-State rankings from 2022–2026, Forbes’ Best-In-State Wealth Advisors rankings for Kansas from 2023–2026, and AdvisorHub’s 2025 Advisors to Watch – Next Gen ranking*.

Outside the office, Cory serves on the Executive Committee for the Alumni Foundation Board of Directors at his Alma mater, the University of Central Missouri. Cory loves spending time with his family. His wife Cassie, their daughter Daisy, and their rescue dog Otis love walking around the Brookside neighborhood and spending time outside. Cory also enjoys playing platform tennis, tennis, studying history, and spinning vinyl records at home.

* These Ratings were provided by Forbes as follows: 2022 on 8/3/2022, covering the period of 3/31/2021–3/31/2022; 2023 on 8/8/2023, covering the period of 3/31/2022–3/31/2023; 2024 on 8/8/2024, covering the period of 3/31/2023–3/31/2024; 2025 on 8/6/2025, covering the period of 3/31/2024–3/31/2025; and 2026 on 8/11/2026, covering the period of 3/31/2025–3/31/2026. There was no compensation exchanged in consideration for or the use of these Ratings. For more information, please visit https://www.forbes.com/.

These Ratings were provided by Forbes as follows: 2022 on 8/3/2022, covering the period of 3/31/2021–3/31/2022; 2023 on 8/8/2023, covering the period of 3/31/2022–3/31/2023; 2024 on 8/8/2024, covering the period of 3/31/2023–3/31/2024; 2025 on 8/6/2025, covering the period of 3/31/2024–3/31/2025; and 2026 on 8/11/2026, covering the period of 3/31/2025–3/31/2026. There was no compensation exchanged in consideration for or the use of these Ratings. For more information, please visit https://www.forbes.com/.

This Rating was provided on 6/18/2025 by AdvisorHub. It is based on practice data as of 12/31/2023 and 12/31/2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.advisorhub.com/.