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

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

Cornerstone Financial Planning provides financial planning, investment management, and related consulting to individuals, trusts, estates, and charitable organizations. The firm also assists clients with selecting third‑party money managers and offers hourly consulting engagements, including a divorce‑focused service. Portfolios are implemented primarily through mutual funds and exchange‑traded funds, typically guided by written investment policy statements and model portfolios; the firm uses portfolio optimization and Monte Carlo analysis as part of its planning process. Cornerstone offers both discretionary and non‑discretionary management and can advise on or access employer‑sponsored retirement plan accounts through arrangements with custodians such as TIAA and Fidelity. Notable distinctions include an ongoing relationship with Dimensional Fund Advisors that provides non‑monetary benefits (academic research, seminars and advisor resources), a potential conflict the firm discloses, and an authorized‑advisor arrangement with TIAA plus advisor software access to certain Fidelity plan accounts that can facilitate plan changes. The firm also emphasizes oversight of recommended third‑party managers and offers a specific engagement tailored to clients facing divorce, which is not common among all peer firms.

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