A complete list of active advisors currently associated with Cornerstone Professional Advisor Services, LLC

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

Cornerstone Professional Advisor Services serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, business entities, trusts, estates and charitable organizations, offering discretionary portfolio management and financial planning on request. The firm also serves as a retirement‑plan co‑fiduciary for certain clients and implements strategies through third‑party advisory programs and separately managed account platforms. CPAS’ investment approach is rooted in modern portfolio theory, favoring diversified allocations implemented principally through passive mutual funds and ETFs and a buy‑and‑hold time horizon (generally five to ten years or longer). The firm commonly uses third‑party platforms (including SEI) for custody, SMA strategies and automated quarterly rebalancing, and it assesses third‑party managers against client objectives when making selections. What is notable about CPAS relative to many peers is its material affiliations outside pure investment advice: the firm is affiliated with a certified public accounting firm, Madonna & Co., in which certain firm members hold ownership interests and may receive distributions, and several principals are licensed insurance agents who may introduce clients to insurance products and receive commissions. These tied relationships, along with the firm’s ability to implement recommendations through affiliated broker‑dealer channels and its disclosed insurance‑related revenue, are highlighted in the brochure as potential conflicts that the firm discloses to clients.

To learn more about the advisors currently working at Cornerstone Professional Advisor Services, 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.