Who we are

CornerStone Financial Planning & Advisory Services, a Fee-Only Investment Advisory Firm, providing confidential Investment Advice to individuals, trusts and institutional investors. Our goal is to deliver the highest quality independent, unbiased, sensible investment advice and to avoid any conflicts of interest. We employ a sophisticated investment discipline that seeks to capture investment return and control investment risk in accord with the unique risk tolerance of each client.

Our vision

You’re different. Your needs are different, your wants are different, your expectations are different – from everyone else. Where you are in your life cycle today dictates those differences. To create your financial future, we at CornerStone Financial Planning & Advisory Services, begin by getting to know you and exactly what matters to you – today and for the future.

Our mission

CornerStone Financial Planning & Advisory Services, will deliver the highest quality, independent, unbiased, sensible investment management, planning and advice to individuals, trusts, and institutional investors. Our client’s best interest will be the sole determinant in every decision we make, and our actions and decisions will seek to avoid any conflicts of interest. Our firm will deliver exceptional client service.


We understand that managing money involves the analysis of our clients’ most personal information. In revealing this information, clients trust us to exercise the utmost care in safeguarding all data and communications. One of the advantages of a small firm is the ability to truly limit the number of people who have access to our clients’ personal information. Confidentiality is at the core of all aspects of our client relationships.