About Cornerstone

We're independent fiduciary advisors, and we've worked with families since 2008. We help them build a purposeful relationship with money and a strategy for the life they're building.

Meet the team See how we work

Why we're set up this way

Three early choices that still shape how we work with every family.

We're fiduciaries

Many advisors work for banks or insurance companies. We're regulated as fiduciaries and must act in your best interest, so our advice has no sales quota behind it.

We're paid through advisory fees

We're paid by our clients through advisory fees. We don't earn commissions on investments. Your fee is itemized on your quarterly statement, so you always know what you pay.

We're independent

We aren't tied to any bank, brokerage, or insurance company, so there's no pressure to recommend a certain product. We can choose from the whole market.

What we believe

The six values we hire by and advise by.

Excellence

Anything worth doing is worth doing well.

Fruitfulness

People are designed to be fruitful like a tree more than efficient like a machine.

Integrity

We're only as good as our word.

Free markets

We believe free markets are the best way for people to create value and build wealth.

Coaching

Coaching people toward their purpose, alongside solid investing, is the most important thing we do.

Meekness

“We all wish to see quiet families, and quiet churches, and quiet neighborhoods, and quiet nations. It will be so if there be quiet hearts, and not otherwise.”

Matthew Henry