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Fee-only Personal Financial Planning and Investment Management

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happy clients - family happy client - woman with dog happy clients-grandparents
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Ted Yoos photo
Founder and President: Ted Yoos


Cornerstone Financial Management is a fee-only personal financial planning and investment management firm located in the greater Boston Massachusetts area. We are focused on superior solutions and customized, personal service for our clients.

Cornerstone does not sell any products and therefore can offer our clients independent, objective financial advice, recommendations, and service.  We focus on establishing and maintaining long-term relationships with our clients built on a foundation of trust.

Cornerstone adheres to a strong fiduciary standard of conduct and we only recommend what we believe is in our client's best interests. We operate with honesty and integrity at all times.

Cornerstone Financial Management is a Registered Investment Advisor with the Commonwealth of Massachusetts Securities Division.

We'd love to talk to you about planning for your financial future. For more information, contact us.