A complete list of active advisors currently associated with Cornerstone Financial Group, LLC

Warmer can help you find a great advisor at Cornerstone Financial Group, LLC or one who fits your needs even better.

Cornerstone Financial Group provides financial planning and discretionary asset management to individuals, families, high‑net‑worth clients, and institutional accounts. The firm reported $292,238,045 in discretionary assets under management as of December 31, 2025 and offers tailored services that include retirement-plan advice, trust and estate, and charitable organization guidance. When managing portfolios, Cornerstone typically builds diversified allocations using mutual funds and ETFs and may include individual equities, corporate and municipal bonds, US government securities, options, and private funds/alternative investments when appropriate. The firm employs both fundamental and technical analysis, continuous monitoring and rebalancing, and generally operates with discretionary trading authority while allowing clients to impose reasonable investment restrictions. Distinctive features include its transition to SEC registration in 2025 after crossing state registration thresholds and the addition of private funds/alternative investments to its list of investable strategies. Cornerstone operates as a fee‑only adviser, recommends institutional custodians such as Charles Schwab and Altruist, publicly advertises third‑party ratings, and does not vote client proxies, leaving those responsibilities to clients.

To learn more about the advisors currently working at Cornerstone Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.