Cory Neumiller, MBA
Investment Adviser Representative
Financial Planning & Portfolio Consulting Services
Cory Neumiller brings more than three decades of financial-services experience to his work with individuals, families, business owners, and retirement investors. His background includes portfolio management, securities, insurance, investment analysis, supervisory leadership, and industry standards.
About Cory
Cory Neumiller, MBA, is an Investment Adviser Representative with Fiduciary Capital Management LLC. He provides comprehensive, fee-based financial planning, investment advisory, and portfolio consulting services to individuals, families, business owners, and retirement investors.
Cory has worked in financial services since 1995. His professional experience includes portfolio management, securities brokerage, investment analysis, insurance, supervisory responsibilities, client service, and industry leadership.
Before joining Fiduciary Capital Management, Cory held portfolio-management positions with Bonfire Financial, IPI Wealth Management, and Cabin Securities. He also spent many years serving clients through various securities firms as a registered representative and principal.
Cory combines his broad industry experience with a disciplined fiduciary approach focused on understanding each client’s objectives, risk tolerance, time horizon, income needs, and financial circumstances.
Adviser Philosophy
Effective financial advice begins with understanding the client’s full financial picture. Cory believes investment recommendations should be coordinated with retirement needs, cash-flow requirements, insurance considerations, tax and estate-planning concerns, and the client’s tolerance for risk.
His approach emphasizes clear communication, thoughtful analysis, appropriate diversification, disciplined portfolio management, and ongoing review as markets and personal circumstances change.
As a fiduciary adviser, Cory is committed to placing the client’s interests first and explaining both the potential benefits and risks of the strategies being considered.
Client Focus
- Individuals and families seeking comprehensive financial planning
- Pre-retirees and retirees navigating income, distributions, and legacy decisions
- Self-directed investors seeking a fiduciary second opinion or ongoing portfolio oversight
- Business owners and entrepreneurs planning for transition, liquidity, succession, or wealth protection
- Clients seeking portfolio analysis, risk assessment, and investment-management support
- Clients evaluating insurance, annuity, and retirement-income strategies as part of a broader financial plan
Areas of Focus
Comprehensive Financial Planning
Coordinating investments, retirement income, insurance, cash flow, legacy considerations, and long-term financial objectives.
Portfolio Management
Constructing and monitoring portfolios based on client objectives, risk tolerance, time horizon, liquidity needs, and investment restrictions.
Retirement-Income Planning
Evaluating income needs, distribution strategies, withdrawal sequencing, longevity risk, and sustainable retirement spending.
Investment Risk Analysis
Reviewing diversification, concentration, volatility, downside exposure, asset allocation, and portfolio suitability.
Insurance & Annuity Analysis
Evaluating life, health, annuity, and income-protection concepts within the context of a client’s broader plan.
Business-Owner Planning
Supporting business owners with retirement preparation, liquidity planning, risk management, succession, and personal wealth-management considerations.
Professional Background
Cory’s career includes more than thirty years of experience in securities, portfolio management, insurance, and financial services. His prior positions include portfolio-management responsibilities with Bonfire Financial, IPI Wealth Management, and Cabin Securities, as well as service with various broker-dealer firms as a registered representative and principal.
Cory also served on the board of the Alternative & Direct Investment Securities Association, where his responsibilities included Director of Publications and Standards and Chairman of the Broker/Dealer Advisory Council.
This combination of advisory, portfolio, supervisory, insurance, and industry-governance experience provides Cory with a broad perspective when helping clients evaluate financial decisions.
Advisory Services
As an Investment Adviser Representative of Fiduciary Capital Management LLC, Cory may provide:
- Comprehensive financial planning and goal-based analysis
- Investment portfolio review, construction, and ongoing management
- Asset-allocation and risk-management analysis
- Retirement-income planning and distribution strategies
- Insurance and annuity planning analysis
- Coordination with tax, legal, estate-planning, and other qualified professionals
Advisory services are provided through Fiduciary Capital Management LLC, an SEC-registered investment adviser.
Regulatory Information
Cory Neumiller is registered as an Investment Adviser Representative of Fiduciary Capital Management LLC, an SEC-registered investment adviser. His personal CRD number is 2582835.
Investment Adviser Representative Disclosure
Cory Neumiller provides investment advisory services through Fiduciary Capital Management LLC. All services are subject to applicable investment advisory agreements, firm policies, regulatory requirements, client eligibility, and account acceptance. Cory is also a licensed insurance agent and may receive commissions from insurance-product transactions conducted outside the advisory relationship. Clients are not required to purchase insurance products through Cory or any representative of Fiduciary Capital Management. Information presented on this page is general and educational and should not be interpreted as individualized investment, tax, accounting, insurance, or legal advice.
Start a Conversation
Schedule a confidential introductory meeting with Cory to discuss your financial circumstances, retirement goals, investment concerns, portfolio-management needs, or interest in comprehensive fiduciary financial planning.
Schedule an Appointment