A complete list of active advisors currently associated with Cornerstone Financial Group

Warmer can help you find a great advisor at Cornerstone Financial Group or one who fits your needs even better.

Cornerstone Financial Group serves individuals (including high-net-worth clients), trusts, retirement plans and business entities through a five-advisor team. The firm provides discretionary asset management, written financial plans and consulting, and retirement-plan consulting, along with ancillary services such as corporate-structure advice, cost segregation studies and real estate analysis. Portfolios are customized and monitored on an ongoing basis, with investment strategies that include asset allocation across equities, fixed income, ETFs and mutual funds, use of options, and both tactical and core-satellite approaches; the firm also applies duration constraints for bond portfolios. Cornerstone describes a multi-disciplinary investment process that combines fundamental, quantitative, technical and sector analysis and notes the use of technology and AI tools in its research and client meetings. Noteworthy distinctions include membership in the DPL Financial Partners network and that several associated persons are licensed insurance agents who may receive commission-based compensation for insurance or annuity transactions—an arrangement the brochure discloses as a potential conflict of interest. The firm also discloses receipt of Schwab-related transition and vendor services and has recently expanded its risk disclosures to explicitly address Political Risk and Artificial Intelligence (AI) Risk, reflecting both operational reliance on AI Tools and attendant compliance considerations.

To learn more about the advisors currently working at Cornerstone Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.