Connect with Top-Rated Financial Planners in Burlington!

At Cornerstone Financial Management LLC, we are a team of experienced financial professionals passionate about providing wise counsel to those we serve. We partner with our clients to create a financial plan and investment strategy that gives them clarity, confidence, and financial peace. Our advisors have attained leading industry designations and collectively have over 50 years of industry experience. We are a Fee-Only firm, independent, and fiduciary, ensuring our clients' interests come first. We offer a range of financial planning and investment management services, including cash flow management, retirement planning, risk management, charitable giving, and estate planning. We strive to integrate our clients' values within their investment strategy and provide evidence-based investing utilizing academic research.

Lakeside Financial Planning is a fee-only financial planning firm dedicated to helping hardworking individuals achieve their financial goals. Our team of experienced advisors provides personalized financial planning services, including retirement planning, investment planning, tax planning, estate planning, and insurance planning. We take a holistic approach to financial planning, considering each client's unique situation and goals to develop a customized plan. Our goal is to empower our clients to make informed decisions about their financial future and to provide peace of mind knowing that their financial affairs are in order.