John Cory is the principal of Asset Accumulation, Protection, Preservation and Transfer, LLC, an independent advisory firm. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including prior work at Dempsey Lord Smith, LLC. In addition to his advisory work, he practices as a certified public accountant and attorney, and holds life, health, and annuity insurance licenses.
The firm provides investment advisory and financial planning services to individuals, trusts, estates, and various entities, utilizing wrap-fee manager of managers programs along with specialized services such as family limited partnership valuations and conservation easement facilitation. Its investment approach emphasizes asset allocation, portfolio construction, and third-party manager selection, typically operating in a non-discretionary capacity where clients approve all recommendations.