CORNERSTONE FINANCIAL CONSULTING, LLC

Overview

Cornerstone Financial Consulting, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm’s client focus is individuals and families, with additional work for small-business owners. Its advisory offering centers on financial planning, portfolio management and the selection of outside advisers; pension-related consulting is also listed among its activities. Cornerstone bills clients through a mix of percentage-of-AUM fees and fixed fees and identifies itself as a capital allocator that uses third‑party managers where appropriate. Investment activity tilts toward pooled public vehicles: the firm’s reported asset base is concentrated in public funds and mutual funds, and it uses those instruments as the primary building blocks in client portfolios. Cornerstone does not position itself as an active ESG investor. It operates out of multiple branch locations across two states while maintaining a relatively compact asset base.

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Location & Offices