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John C
Series 63, Series 65
Blue Ridge, GA
Asset Accumulation, Protection, Preservation, and Transfer, LLC
John Cory is the principal of Asset Accumulation, Protection, Preservation, and Transfer, LLC, an independent advisory firm based in Blue Ridge, GA. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes four years at Dempsey Lord Smith, LLC. In addition to his advisory role, Mr. Cory is a practicing attorney and CPA, and he is involved in co-trustee duties for two trusts. His firm offers investment advisory and financial planning services to individuals, trusts, estates, and various entities, emphasizing asset allocation, portfolio construction, and third-party manager selection. The firm integrates legal, tax, and insurance expertise with its investment approach, providing specialized services such as family limited partnership valuations and conservation easement facilitation.
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