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 and investment management to individuals, trusts, estates, and charitable organizations, offering both discretionary and non‑discretionary portfolio management as well as hourly consulting and divorce‑related advisory services. The firm also assists clients with the selection and oversight of third‑party money managers when appropriate. Its investment approach emphasizes diversified asset allocation implemented primarily through mutual funds and exchange‑traded funds, with most accounts documented by an Investment Policy Statement and supported by portfolio‑optimization and Monte Carlo analyses. Cornerstone relies on model portfolios and third‑party manager strategies for implementation and provides periodic reviews that consider tax, insurance, and estate‑planning implications. Notable operational features include a formal relationship with Dimensional Fund Advisors that provides academic research and other non‑monetary benefits (a disclosed potential conflict the firm says it manages as a fiduciary), and arrangements that allow it to act as a TIAA Authorized Advisor and to view/manage certain Fidelity 403(b) accounts. The firm reports roughly $400 million in client assets across about 247 client relationships, a client mix and account size profile that suggests a heavier emphasis on wealthier households than many peer team 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.