A complete list of active advisors currently associated with Cornerstone Financial Management LLC

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

Cornerstone Financial Management LLC is a fee‑only, SEC‑registered advisory firm serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s four‑advisor team manages roughly $167 million for about 100 clients and provides wealth management, discretionary investment management, project‑based and ongoing financial planning, and retirement plan consulting. The firm’s investment approach emphasizes Modern Portfolio Theory with a mix of passive and active strategies, the use of Outside Managers when appropriate, and the option to construct values‑based (ESG or other socially conscious) portfolios on client request. Cornerstone integrates comprehensive financial planning into its wealth services, reviews accounts at least annually, and manages held‑away employer plans and similar accounts using an Order Management System called Pontera to implement asset allocation and rebalancing. Cornerstone discloses an affiliation with Cornerstone Tax & Consulting, LLC and makes accounting and tax services available to clients while noting that owners and representatives of the firm are also owners of that tax entity. The firm also offers educational seminars, uses solicitor/referral arrangements (including a disclosed relationship with Halo Investing for insurance support), and requires custody with specific custodians (Fidelity, Altruist, or Betterment Securities), operational features that distinguish it from many peers.

To learn more about the advisors currently working at Cornerstone Financial Management LLC, 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.