A complete list of active advisors currently associated with Cornerstone Wealth Advisors, Inc.

Warmer can help you find a great advisor at Cornerstone Wealth Advisors, Inc. or one who fits your needs even better.

Cornerstone Wealth Advisors is a five-advisor team managing roughly $609 million for about 336 clients and serves individuals (including high-net-worth clients), trusts, estates and charitable organizations. The firm provides comprehensive financial planning, retirement planning, and investment management through both one-time and ongoing advisory engagements. The firm employs a strategic asset-allocation process and implements portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, documenting client objectives in Investment Policy Statements and Withdrawal Policy Statements. It monitors and rebalances portfolios on an ongoing basis, provides quarterly reporting, and states it reviews client accounts at least six times per year. Cornerstone’s practice includes several features that differ from many peers: retirement engagements commonly combine a fixed planning component (disclosed as $3,000–$40,000 annually) with an asset-based management fee, and clients under age 40 may be offered an income-based retainer option instead of a pure AUM fee; the firm also applies a $5,000 minimum annual fee but does not impose an account asset minimum. The firm maintains a minority ownership interest in National Advisors Holdings and intends to refer clients to National Advisors Trust Company for trust and custodial services, and it does not sell commissionable securities or offer wrap fee programs.

To learn more about the advisors currently working at Cornerstone Wealth Advisors, Inc., 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.