Charley Corbett, MS, CFP®

As the Founder of Local Wealth Management, and a Certified Financial Planner® Professional, I partner with families and businesses to provide personalized financial counsel tailored to each client’s unique goals and preferences. I guide clients in the areas of financial planning, investment management, retirement planning, estate/tax planning, charitable giving, risk management, and business needs.

Prior to founding Local Wealth Management, I served a $2 billion client practice at one of the nation's largest financial services firms. I served affluent clients in growing, protecting, and distributing wealth through multiple generations. In early 2023, I joined a startup as a Founding Member focusing on the comprehensive needs of physicians across all aspects of wealth management. Beyond serving clients, I helped multiple organizations develop strategy, client solutions, and technology.

On a personal note, I married my high school sweetheart, Kelly, and we recently celebrated 17 years together. Father of two boys - Collin (14) & Greyson (10). Rescue Diver - Fisherman - Baseball Coach.