Build Your Wealth On Bedrock Principles

Building your financial legacy with time-tested principles & innovative solutions
WHY CORNERSTONE FINANCIAL?
Founded on exceptional
 
personal service, we go beyond wealth management providing
 
the tailored guidance 
 
to help you build a legacy that lasts.

Financial Services Tailored For Your Goals

Personalized financial planning and investment management services designed to simplify your finances, amplify your wealth, and elevate your long-term financial confidence.
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Meet Your Hometown Team
A tight-knit team of financial specialists you can trust to provide the personalized attention, innovative thinking, and unwavering integrity needed to guide you towards your most important life goals.
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Free Investment & Financial Resources
Risk Tolerance
Everyone's risk tolerance is different use this simple form to determine what yours looks like.
Financial Glossary
Finance terms don't have to be intimidating, check out some of the most common terms & what they mean.
Tax Resources
Current tax forms, news and tools that'll help make your tax prep (less) painful .
Calculators
Just curious or need to crunch serious numbers? Check out all our financial & wealth calculators
AFFILIATES & RECOGNITIONS
Frequently asked questions
What is your account minimum?
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Advisory accounts have a $25,000 minimum for non-qualified and a $5,000 minimum for qualified. Brokerage accounts, we have no minimum account size at Cornerstone Financial Consultants.

What fees do you charge?
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Cornerstone Financial has a “fee-based” managed asset platform and a brokerage platform. The majority of our clients engage with us through the managed platform. On the managed platform, we charge an asset-based fee and have discretion over the accounts. There are no commissions on trades on the platform.  Clients/potential clients discuss the flat fee with the advisor, based on account size.  Fees are paid quarterly based on the value of the account on the last trading day of the quarter.

  • With this model, we both win when your investments perform well. Thanks to the aligned and transparent compensation model, you don't have to worry about us trying to "sell" you on outside products. Plus, as fiduciary-focused advisors, we are legally bound to make decisions only in your best interests.

A small number of clients will engage us through our brokerage platform. Those clients do not pay an asset-based fee, they pay a commission on a sell or purchase.

What is the relationship between Cornerstone Financial Consultants and Cambridge Investment Research?
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Cambridge is the broker dealer of Cornerstone Financial. Cornerstone Financial also uses Pershing, LLC as a custodian. Click here to learn more about broker dealers and here regarding custodians.

Do you prepare legal documents and/or file tax returns
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No, we do not currently offer these services. We do work very closely coordinating our clients' affairs with all of their professional services team members.

Can I see my investments online?
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Yes, you can log onto our website or through Cambridge’s website.

Cornerstone Financial Consultants is your trusted partner in achieving financial stability and independence.

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Take your 1st step today

Take your 1st step today

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