Corey Creel is a dedicated financial professional with seven years of experience specializing in wealth management, complex financial strategies, estate planning, and retirement planning. He earned his Bachelor's degree in Finance and an MBA from the University of Kentucky, giving him a robust academic foundation to effectively address clients’ intricate financial needs.
Corey holds the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations, and is licensed with Series 7 and Series 66. His career includes roles as an Associate Wealth Manager and Portfolio Manager, where he honed his expertise in creating tax-efficient strategies, business succession plans, and trust structures that help clients preserve and grow their wealth.
Corey specializes in working with individuals, families, and business owners to develop customized strategies for long-term wealth accumulation, retirement security, and estate preservation. He is passionate about helping clients navigate complex financial landscapes, guiding them toward informed decisions that align with their goals and values.
Residing in Nashville, Tennessee with his fiancée, Samantha, Corey enjoys football, skiing, and playing guitar in his downtime. He is deeply committed to providing clarity, confidence, and peace of mind for his clients as they build, manage, and protect their financial legacies.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
