John Cory is the principal of Asset Accumulation, Protection, Preservation, and Transfer, LLC in Blue Ridge, GA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC from 2015 to 2019. In addition to his advisory role, he is a licensed attorney and CPA, actively practicing law and preparing tax returns. He also holds life, health, disability, and annuity insurance licenses and serves as co-trustee for two trusts.
His firm provides investment advisory and financial planning services to individuals, trusts, estates, and various entities, including corporations and family limited partnerships. The firm emphasizes asset allocation, portfolio construction, and third-party manager selection through wrap-fee programs, integrating legal, tax, and insurance expertise with investment advice.