CORNERSTONE FINANCIAL

Overview

Cornerstone Financial is an independent registered investment adviser organized as a limited liability company that serves individual and family clients and small businesses. The firm’s stated advisory activities focus on financial planning and portfolio management rather than managing pooled funds; it is not a capital allocator. Fee arrangements are flexible and include a percentage-of-AUM option alongside hourly and fixed-fee engagements, which supports both ongoing wealth-management relationships and project-based planning work. Investment activity centers on liquid, manager-driven strategies with a clear tilt toward public funds and mutual funds as the primary vehicle for client exposure. Cornerstone Financial is not an active ESG investor and reports its client-facing assets as nondiscretionary, so the adviser primarily provides recommendations and implements plans with client direction rather than exercising broad trading authority.

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Investments & Alternatives

Location & Offices