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Philosophy

Cornerstone believes our clients are best served by a fee-only business model.  All of the firm’s compensation comes from the fees that clients pay us for our independent advice, objective recommendations, and personalized service.  We do not receive commissions from the sale of any financial products and we do not accept payments from any firms or professionals that we recommend to clients. As a result, we can recommend products and services that we believe are in our clients’ best interests, and minimize or eliminate any conflicts of interest.  We are partners with our clients, sitting on the same side of the table with them.  When our clients succeed financially, Cornerstone succeeds as well.