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 provides advisory services to individuals, including high‑net‑worth clients, through wealth management, standalone financial planning, discretionary investment management, and occasional educational seminars or speaking engagements. Services are tailored to each client’s circumstances and may address retirement income, tax‑sensitive planning, cash‑flow and budgeting, real estate considerations, and business‑owner issues. The firm manages portfolios on a discretionary, fiduciary basis using diversified, factor‑informed strategies implemented primarily with ETFs and mutual funds and applies a time‑segmentation (“bucket”) approach to align assets with short‑, mid‑, and long‑term cash needs. Portfolios are monitored and rebalanced as needed, and the adviser provides guidance on held‑away assets and integrates real estate planning into the financial planning process without assuming ongoing management of those outside holdings unless agreed. Cornerstone is notable for using flat advisory fees rather than the more common percentage‑of‑AUM fee model and for offering public educational seminars and workshops in addition to one‑on‑one client work. The firm is a small, owner‑operated practice led by an adviser with CFP and ChFC credentials and nontraditional professional experience (military service and clinical healthcare), which the firm indicates shapes its engagement style and planning focus.

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.