Cornerstone Logo Fee-only Personal Financial Planning and Investment Management
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Cornerstone is a fee-only firm that sells no products (other than financial strategies).  The firm was formed on a relationship focused business model vs. transaction-focused business model, highlighting the importance of gaining and maintaining long-term relationships.  Cornerstone provides customized, personal service and independent, objective financial counsel.  The firm focuses on developing tax-efficient, globally diversified investment portfolios.