Be a confident investor with a clear plan to achieve your goals.
Financial Security
Retire Early
Create a Plan
Working with CORE Wealth Advisors is simple.
We know what it's like to have big dreams that cost money. We aren't just financial advisors; we're investors ourselves. With a collective 40+ years in the industry, we are committed to helping our clients achieve financial success and see those big dreams come true.
Not Out of Reach
You're not alone if you feel like your dreams are out of reach and you don't have a clear plan or direction to help you achieve your goals.
Know a Way Forward
You don't have to waste years of potential financial growth simply because you don't know the way forward. We're here to advise you.
Live Big Dreams.
Pay off your debt. Buy that house. Pay for college. Take that dream vacation. Retire comfortably. Do the things you've always wanted to do.
You can live with purpose and be financially secure. We can show you how.
Investing your money is not just business. It's personal.
We believe that you deserve personal care from those you choose to advise you.
CORE Wealth Advisors sets itself apart from other firms by offering customized strategies built upon trust we have established with each of our clients. This approach allows us to act much more like a boutique firm that is focused on maintaining and building deep relationships built upon the cornerstone of trust.
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The firm will focus on only providing unbiased and objective advice on how to build, grow and transfer family and business wealth. The managing members of the firm have over forty years of experience in the financial services industry. CORE Wealth Advisors is a Registered Investment Advisor in the state of Indiana.
CORE Wealth Advisors provides expertise in wealth management, financial planning, retirement planning, portfolio management, investment advisory strategies, charitable planning, and wealth transfers. We are an investment advisory firm that prides itself on meeting the needs of our clients in a caring and personal way.
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Account Protection
In addition to SIPC protection, additional brokerage insurance is provided through Lloyd's of London and other London insurers in the event that SIPC limits are exhausted.
ADV
Our ADV is our firm brochure that talks about our company, investment philosophy, fee structure, and more.
Research Your Advisor
Feel free to do your homework on us. You can research our firm and our managing members as well as any other investment firm you may be considering here.
Meet The CORE Wealth Advisors Team
Joby P. Norris
Joby is one of the managing partners and co-founders of CORE Wealth Advisors. He graduated from Indiana University in 1995 and started his career as a registered representative at Fortis Financial Group in Indianapolis. After leaving Fortis, Joby spent a little over fourteen years with Fidelity Investments as an Account Executive. Between the two previous firms and the time at CORE Wealth Advisors, he has over twenty-five years of financial services experience. His dedication and passion for financial planning and management allow him to deliver the highest possible client focus and to develop deep personal relationships. Joby, his wife, and their two dogs reside in the Lockerbie neighborhood in downtown Indianapolis.
Bradley A. Good
Bradley A. Good is a managing partner and co-founder of CORE Wealth Advisors. After graduating from Indiana University in 1999, Brad pursued his passion and decided to work in the financial services industry. This career choice has allowed him to develop and maintain deep relationships with each of his clients. Brad resides in Zionsville with his wife April and boys, Harvey and Harrison. Brad enjoys spending time with his family, playing sports, and growing in his faith at Traders Point Christian Church.
Achieve your financial goals with a step by step plan of strategy and execution. It all starts with a no-commitment free consultation. Isn’t it time your dreams become a financial reality?