Cory Everett, AIF®

Cory Everett is a distinguished financial advisor based in Boise, Idaho, with over 22 years of experience in wealth management and financial planning. He is renowned for delivering personalized, strategic advice that helps clients achieve their financial goals. Cory holds a degree in Business from the University of Idaho and numerous professional certifications, including the Accredited Investment Fiduciary (AIF) designation, underscoring his commitment to excellence and ongoing professional development.

Cory’s client-centered approach emphasizes long-term relationships and tailored solutions in retirement planning, investment management, tax strategies, and estate planning. His deep understanding of financial markets and trends ensures his clients are well-positioned for future success.

Outside of work, Cory enjoys Idaho's outdoor activities, such as skiing and golfing, and values spending time with his family. He supports his two sons in their athletic pursuits on the baseball diamond, golf course, and basketball court. Cory exemplifies the qualities of a trusted advisor: knowledgeable, dedicated, and deeply invested in his clients' success and well-being. His holistic approach, integrity, and community spirit make him a standout in Boise’s financial landscape.

Cory has his Series 7, 24, 31 and 66 securities licenses (all are held through LPL Financial) and also has his insurance license.