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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Pursing  Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Meet Our Team

Learn more about our amazing team of professionals.

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Terry Swaim

Financial Consultant

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Terry Swaim

Terry is a local 35+ year resident of Gwinnett County having been born and raised in Duluth. He graduated from Wofford College in 1997 with a degree in Business Economics. Terry began his financial services career with John Hancock in 1997 following graduation and has over 20 years of experience with investment management and financial planning. He holds the series 7, 24, 63 & 65 securities licenses with LPL Financial  as well as insurance licenses.  Terry has spent his career helping families and small businesses with their investment management and financial planning needs. His greatest joy comes from watching his clients’ families purse their goals such as retirement, college for children, growing a business, or other goals they have worked so hard for. He believes that getting to know a family/business, their specific needs, wants, and goals is essential to earning their trust for a mutually beneficial client/advisor relationship.

Terry and his wife heather live in Dacula with their 3 daughters; Samantha, Reilly and Abbey. Their family is very active in their church, schools, and community. Terry and Heather believe that pouring into others through giving of time, talents and treasures is essential to living an abundant life.

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Cory Robinson

Financial Consultant

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Cory Robinson

Cory has been in the finance, tax planning and financial planning industries for the past 25 years. He graduated from Georgia State University with a degree in Finance and did his post grad studies in accounting. He established his CPA practice in 2012 to provide tax planning and tax return preparation for individuals and small businesses. It became a natural progression to expand his services into financial planning and wealth management in 2013. Along with his CPA certification, Cory holds the series 7 and 66 securities licenses through LPL Financial. Cory’s desire is to put his clients into an appropriate position to take on life events ranging from annual tax planning to long-term retirement planning by implementing sound financial strategies.

Cory and his wife Angie live in Braselton with their three daughters; Grace, Lilly and Sarah. Both Cory and Angie are active in their church, chauffeuring their daughters to and from dance classes, and supporting their daughters’ school.

Please visit https://www.coryrobinsoncpa.com/ for more details.

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Amanda Nelson

Operations Manager

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Amanda Nelson

Born and raised in Duluth, Amanda started her career with Terry Swaim at Community Wealth Management in 2007. In early 2009, Amanda took on her current role as a full time Operations Manager. Amanda currently resides in Winder with her husband Kevin on their family farm. She and her husband enjoy going to the lake, are active in their church, enjoy giving back to their community, and spending time with family.

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Wendy Howard

Administrative Assistant

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Wendy Howard

Wendy Howard worked in the legal field for 28 years.  She joined Cory L Robinson CPA in 2016.  She graduated Cum Laude with a degree in Business Administration from Georgia State University in 1998.  She and her husband and two children live in Dacula, Georgia.  She spends her weekends with family at the softball fields and at Lake Keowee.

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Matt Clayton

Wealth Manager Assistant

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Matt Clayton

Matt was born in North Carolina but has lived in Georgia most his life. He graduated from the University of Georgia in 2021. In March of 2022, he joined White Oak Wealth Group as an associate. Since joining, he has passed and now holds the Series 7 and 66 licenses (both held with LPL Financial). Matt resides in Gwinnett and is a huge Georgia sports fan, especially of UGA Football. He also enjoys spending time traveling around the country, playing golf, and visiting with friends and family.  

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What We Offer

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Tax Planning Strategies

Incorporating tax planning with wealth management. Evaluating and advising clients of tax consequences resulting from wealth management decisions and major life events with the objective of minimizing the client’s exposure to taxable income. Areas of services include tax planning strategies, businesses, estates, and trusts. Learn More About the Offering Here

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 770-243-8476

Email: a.nelson@lpl.com

2675 Mall of Georgia Boulevard, Suite 601 , Buford, Georgia 30519

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Securities offered through LPL Financial. Member FINRA/SIPC.

White Oak Wealth Management and Cory L Robinson CPA, P.C. are their own entities and are not affiliated with LPL Financial.


The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, FL, GA, IL, KY, MA, MS, NC, NY& SC

 

 

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