Cornerstone Advisory

Overview

Cornerstone Advisory is a small, independent RIA organized as an LLC and owned by an individual. The firm serves primarily individuals and families, positioning itself as both adviser and capital allocator. Its service set mixes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. Cornerstone also operates as an insurance broker, and its fee arrangements are a combination of hourly charges, fixed fees, commissions and other fee structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices