Cornerstone Financial Planning

Overview

Cornerstone Financial Planning is an independent, limited-liability RIA structured for individual ownership that focuses on serving individual and family clients. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges fixed fees rather than asset-based or performance fees. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices