About Us

Cornerstone Wealth Management^® is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals.

Our team is composed of established, seasoned professionals who have an average of 19 years of professional investment experience. Advisors associated with Cornerstone Wealth Management® are independent but part of a collaborative community, so it is our belief that our clients benefit from the collective knowledge of our many advisors.

We are committed to clear guidance, straightforward communication and transparent fees, so you understand the strategies we use and can feel confident that you're headed toward your goals. We take pride in building relationships on trust so we can fully understand your financial situation and help bring clarity to your financial future.

To find an advisor in your area, use our Find an Advisor page.

Strategic Alliances to
Better Serve You

At Cornerstone, our financial advisors operate independently but are never alone. We foster a collaborative culture where advisors actively exchange time-tested strategies and solutions, striving to ensure that you benefit from the collective expertise of our entire team.

Through our affiliation with LPL Financial, a leading national financial services firm, Cornerstone advisors have access to comprehensive research, robust technology, and a wide assortment of investments to enhance their ability to serve clients.

With support from both Cornerstone and LPL Financial, your advisor has more knowledge and time to dedicate to serving your distinct needs.

*As reported by Financial Planning magazine, June 1996-2025, based on total revenue

Mission & Values

Our mission is to guide successful families to financial confidence using comprehensive wealth strategies.

As passionate advocates for our clients, we believe that providing independent, objective guidance is the best way to serve their best interests.

We strive to build meaningful relationships based on trust to better support the needs, goals and ideal futures of the families we serve.

We seek to bring confidence and understanding to our clients’ financial lives through our straightforward approach and clear guidance.

As independent advisors, we have the freedom to choose the strategies that can help our clients pursue financial independence.

Meet the dedicated professionals who support the advisors of Cornerstone Wealth Management^®. Our operations, compliance and investment teams work behind the scenes to provide the expertise and resources that help advisors serve their clients with excellence.