FIVE CORNERS FINANCIAL SERVICES

Overview

Five Corners Financial Services is an independent Registered Investment Adviser operating as a sole proprietorship and focused on individuals, families and small business owners. The firm provides financial planning and discretionary portfolio management, charging clients via a mix of percentage-of-AUM and fixed fees. It registered with the SEC in 2025 and describes itself as an independent RIA rather than a capital allocator or multi-state advisory platform. Five Corners does not position itself as an ESG-focused investor. In practical terms the firm tilts toward public funds as the center of client portfolios, pairing mutual fund strategies with select third‑party alternative managers where appropriate. Advisory work appears concentrated on customized planning and model management for individual and family clients, with services calibrated for households and small-business owners rather than institutional pension or consultant work.

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Location & Offices