Wealth Management: Fee-Only, Comprehensive, Objective

Serving Jackson Hole

Why Wyoming?

“It became apparent that there were no financial advisors, in the area, who provide independent, fee-only advice to the community. We serve clients in Jackson, along with clients in 10 other states to provide our expertise and services. I look forward to continuing to serving Jackson.” -Barry Corkern

Barry speaking at the 2023 Jackson Hole Town Square Lighting

Business
Owners

Do you have a written exit plan for your business? As you think about the future of your business, succession planning can help you financially prepare for what’s to come. We can help you make informed decisions based on the objectives not only for your personal life, but for the future of your business.

Retirement Income Planning

After spending decades accumulating your retirement wealth, we enter the deaccumulation phase. For most, one third of their lifetime requires strategic to draw income from various sources. In particular, tax laws have increased in complexity which requires tax planning along with investment planning.

Sudden
Wealth

As wealth passes from one generation to the next, it is not unusual for heirs to find that they are the beneficiary of a significant inheritance. Sudden wealth occurs also from lawsuits, death, and divorce. All of these circumstances require prudent wealth management decisions.

Foundations, Trusts, and Endowments

Trustee and trustee committees have the duty to act in the best interest at all times for the beneficiaries of their organization. However, most trustees are not aware of their personal liability in their role as trustees or committee members. We help establish guidelines of best fiduciary practice standards which benefit the trustees and the beneficiaries.

Our Services

Serving Clients in Wyoming
and Nationwide

Barry M. Corkern, CFP®, AIFA® and the experienced team at Corkern & Company provide services across the nation, leading with our mission of helping people and businesses pursue their financial objectives through steady and consistent stewardship of their assets and investments.

Corkern & Company is an independent, fee-only wealth management and financial advising firm–meaning we are never paid a commission from our clients’ investments. We serve people, building personal relationships with our clients to provide informed advice you can trust. Though located in Little Rock, Arkansas, we work with small businesses and individuals in communities across 11 states, because we aim to serve anyone seeking comprehensive and unbiased financial services.

Our Services

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