Cornerstone Financial Group was founded in 1996 with a vision that extended beyond traditional financial advice. Our founders sought to provide comprehensive financial advice that went above traditional product-first models.
They chose the Cornerstone name because a cornerstone is the first stone set in the construction of a masonry foundation. It acts as a reference point for all the others, determining the position of the entire structure. It is a guide to build by, a ruler to measure progress, and an anchor to the original intent of the structure.
We take great pride in our firm's beginnings, and our founding values hold true today. We feel a deep responsibility to be wise stewards in our role as your financial guide, and see our profession as a means to accomplish good in the world. This purpose has shaped everything about how we operate, from how we show up for our clients to the way we serve in our communities. Now, after three decades, we're still guided by the same deep commitment to making a meaningful difference in people's lives through an ongoing partnership.
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