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Core Wealth Advisors, LLC

EST. AUM
$143,776,874

CONTACTS
3

CLIENT ACCOUNTS
149

Firm Details

Metro area Indianapolis
CRD Number 157436
Website mycorewealthadvisors.com
Client types

Overview

CORE Wealth Advisors is a Registered Investment Advisor (RIA) based in Indianapolis, Indiana. Founded in 2011 by Joby P. Norris and Bradley A. Good, the firm specializes in wealth management, financial planning, retirement planning, portfolio management, investment advisory strategies, charitable planning, and wealth transfers. With over 50 years of combined experience in the financial services industry, the managing members focus on providing unbiased and objective advice to help clients build, grow, and transfer family and business wealth.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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