Cornerstone Investment Services

Who We Are

Cornerstone Investment Services is a fee-only, registered investment advisor established in 1995. We partner with individuals and retirement plans to provide unbiased and comprehensive wealth management and retirement planning services. We believe in building lasting relationships with our clients based on trust, transparency, and personalized guidance.

Our Philosophy

Our approach to wealth management is informed by two core principles:

• Fiduciary Responsibility: We are committed to acting in the best interests of our clients, always placing their needs first.
• Fee-Only Transparency: We believe in transparent fee-based compensation, eliminating conflicts of interest associated with commissions or product sales.

Retirement Planning

• Comprehensive retirement plan reviews and analysis
• Personalized investment management
• Guidance on plan design, compliance, and monitoring
• Educational resources for participants to achieve financial security in retirement

Wealth Management

• Comprehensive financial planning and wealth analysis
• Goal-setting and risk management
• Investment portfolio management for individuals, trusts, and estates
• Review and optimization of existing investment accounts

Our Expertise

Our team of experienced professionals holds industry-leading credentials, including the Accredited Investment Fiduciary (AIF) designation and the Professional Plan Consultant (PPC) designation. We stay abreast of the ever-changing financial landscape to provide our clients with informed and visionary guidance.

Why Choose Cornerstone Investment Services?

• Independent and Objective: We are not affiliated with any financial institutions, allowing us to offer unbiased advice.
• Personalized Service: We take time to understand your unique needs and goals.
• Comprehensive Expertise: We offer a wide range of services to meet your diverse financial needs.
• Client-Focused Approach: Your success is our success, and we are committed to building lasting relationships.

Our Commitment

At Cornerstone Investment Services, we are dedicated to providing exceptional client experiences and helping individuals and retirement plans achieve their financial goals. We are committed to transparency, integrity, and building lasting relationships based on trust and expertise.