North Kingstown, RI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cornerstone Financial Management LLC
Supported
Firm-wide stats for Cornerstone Financial Management LLC
Total advisors
4Clients per advisor
25 LowAvg AUM per client
$1,639,246 HighHNW client ratio
49% HighAbout
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.
Based on Cornerstone Financial Management LLC
Expertise
Based on Cornerstone Financial Management LLC
Location
650 Ten Rod Road, Suite 112
North Kingstown RI 02852
Advisors at this office
3
Advisors at this office
George N
CFP®, CFA®, Series 63
North Kingstown, RI
Cornerstone Financial Management LLC
George Newfield is a CFP® and CFA® with five years of industry experience. He has worked at Cornerstone Financial Management LLC since 2021 and previously spent seven years at Bank of America. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation with passive index funds and optional ESG considerations, and it offers services such as discretionary portfolio management, oversight of held-away accounts, and the use of outside sub-advisors.
Kevin A
CFP®, CFA®
North Kingstown, RI
Cornerstone Financial Management LLC
As you journey through life, financial decisions become more complex, and hard to navigate alone. I partner with you to create a financial plan and investment strategy that gives you clarity, confidence, and financial peace.
Tamara N
Series 65
North Kingstown, RI
Cornerstone Financial Management LLC
Tamara Notarianni is a financial advisor at Cornerstone Financial Management LLC with two years of industry experience. She holds a Series 65 designation and has prior work experience with firms including Northwestern Mutual and Spinnaker Asset Management Inc. Cornerstone Financial Management LLC is a fee-only, SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s team manages approximately $167 million for about 100 clients using a blend of passive and active strategies guided by Modern Portfolio Theory, with an option for values-based portfolios upon client request.
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