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

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

Cornerstone Financial Planning is an independent, fee-only registered investment adviser that serves individual clients — from early- and mid-career savers to those nearing or in retirement — through wealth management, ongoing financial planning, discretionary investment management, and occasional educational seminars and speaking engagements. The firm manages approximately $14.5 million across a small client base and offers both standalone planning and integrated wealth management engagements. The firm provides fiduciary advice that integrates financial planning and portfolio management, often using a time-horizon “bucket” approach to segment assets for near-, intermediate-, and long-term needs and employing diversified, factor-informed allocations for long-term growth. Portfolios are managed on a discretionary basis with ongoing monitoring and situational rebalancing, and planning frequently considers held-away assets and real estate within the client’s broader financial picture. What is noteworthy about this firm compared with many peers is its active provision of educational seminars and workshops — a service relatively uncommon among independent advisers — and its use of flat, tiered advisory fees instead of a customary percentage-of-assets pricing model. As a single-advisor practice, it emphasizes tailored service tiers for different life stages and maintains policies addressing personal trading, custody arrangements, and coordination with outside professionals when clients’ situations require it.

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