A complete list of active advisors currently associated with Cornerstone Financial Planning, Inc.

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

Cornerstone Financial Planning provides personalized, fee-only financial planning and advisory services to individuals, trusts, estates, and small businesses, addressing retirement, tax, cash‑flow, insurance, investment, education funding, and estate planning. The firm does not sell financial products or accept commissions; it delivers recommendations and counseling while clients retain custody and control of their assets. The firm’s advice is grounded in Modern Portfolio Theory and efficient‑market principles, favoring diversified, low‑cost index funds and ETFs with periodic rebalancing, and it presents recommendations in written plans and client-specific Statements of Understanding. Engagements are structured as fixed‑fee arrangements that deliver ongoing access to the adviser and tailored reviews rather than performance‑based compensation. What is noteworthy about the firm compared with many peers is its emphasis on fixed, fee‑only financial planning rather than commission or performance fees, and its practice of having clients engage other professionals (attorneys, accountants, insurance agents) directly without accepting referral fees. The firm is a small, sole‑advisor practice that does not act as custodian, does not advise private funds, and maintains documented continuity, privacy, and supervisory procedures.

To learn more about the advisors currently working at Cornerstone Financial Planning, Inc., 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.