Cornerstone Financial Group

Overview

Cornerstone Financial Group is an independent registered investment adviser that began SEC registration in 2023. Structured as a limited liability company with domestic and individual ownership, the firm serves individual and family clients and provides a mix of financial planning and portfolio management services for both personal and small-business/institutional accounts. Fee arrangements include asset-based fees, hourly charges, and fixed fees. Advisory offerings listed on the firm’s disclosure include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not operate as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices