Cornerstone Financial Group, Inc. was founded with the mission to assist our clients in every aspect of their financial lives. Our process begins with an understanding of your goals, and the ways that we can help you to pursue them.
Our associates are registered representatives of LPL Financial, a leading provider of objective advice for accumulating and managing personal and business wealth. LPL Financial, as reported in Financial Planning Magazine, 1996-2017, based on total revenue, is the largest independent broker/dealer in the country.
We create strategies that are tailored to your needs and goals.
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Integrity. Trust. Independence. Teamwork. We believe values matter, and we live by ours every day.
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Cornerstone Financial Group experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.