CORNERSTONE FINANCIAL PLANNING, INC.

Overview

Cornerstone Financial Planning, Inc. is an independent, individual-owned registered investment advisor that serves retail clients — primarily individuals and families, with some small-business relationships. The firm combines fee-based portfolio management with commissionable insurance activities; it offers financial planning and discretionary portfolio management while also operating as an insurance broker. Cornerstone tends to build client portfolios around pooled public vehicles (mutual funds/public funds) as the core holding, and supplements those with third‑party alternatives and insurance/annuity products where appropriate. The firm does not position itself as a capital allocator running proprietary funds, and it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices