A complete list of active advisors currently associated with Corkern & Co., Inc.

Warmer can help you find a great advisor at Corkern & Co., Inc. or one who fits your needs even better.

Corkern & Co. provides comprehensive private, multi‑generational wealth management to high‑net‑worth individuals, families, trusts and institutional clients, overseeing about $162 million for roughly 80 client relationships. The firm bills advisory services as a percentage of assets under management and combines portfolio management with broader planning areas such as tax, debt, estate and charitable planning. The firm’s investment process is grounded in Modern Portfolio Theory and uses portfolio optimization software to produce customized asset allocations and written Investment Policy Statements, implementing portfolios primarily with no‑load mutual funds, ETFs and occasional individual securities. Corkern & Co. operates on a non‑discretionary basis—recommending trades, rebalancing and quantitative or qualitative changes but obtaining client authorization before execution—and provides quarterly reporting, back‑testing and “worst‑case” loss analysis. Noteworthy features include that essentially all client assets are managed on a non‑discretionary basis, a practice that is uncommon among peer firms, and a client mix concentrated on high‑net‑worth and multi‑generational households rather than non‑HNW retail clients. The firm also holds CEFEX certification for fiduciary practices and uses an estate‑planning technology platform (with advisor read‑only visibility) to assist clients in creating and administering estate documents.

To learn more about the advisors currently working at Corkern & Co., Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.