FINANCIAL CORNERSTONES, LLC

Overview

Financial Cornerstones, LLC is an independent registered investment advisor that concentrates on discretionary portfolio management and financial planning for individual and family clients, with additional services for small businesses and institutions. The firm operates on a percentage-of-AUM fee model and emphasizes equity-centered portfolios: its ADV indicates a clear preference for exchange-traded equities as the dominant sleeve in client accounts. Financial Cornerstones is not positioned as a capital allocator to private funds and does not identify as an active ESG investor. Investment practice appears to be largely implementation-driven, using custodial relationships and model management to deliver portfolios. The firm’s advisory mandate is primarily discretionary, suggesting portfolio decisions are executed by the firm within client guidelines rather than strictly as advisory-only recommendations. Given the emphasis on exchange-traded equities and the use of separately managed account assets, the typical client experience likely blends broad market ETF exposures with selective individual-equity positions managed at the account level.

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Location & Offices