Cornerstone Wealth Advisors, Inc
A cornerstone is “the chief foundation on which something is constructed or developed.” It is both “essential” and “indispensable,” according to dictionary.com. Without solid cornerstones that are well-grounded and thoughtfully-designed to support both fundamental needs and visionary aspirations, the buildings that shelter, house, comfort and inspire us would soon show cracks. In time, they would likely come to disappoint – if not endanger – us. We believe ongoing planning advice that is similarly well-grounded and thoughtfully-designed to be fundamental to achieving your life’s goals and enhancing its quality, for your well-being and that of the people and causes you care most about. At Cornerstone, we don’t do ‘paint-by-numbers’ planning. We also don’t give advice based on ‘how-it’s-always-been-done-before.’ That’s because such analyses and rules-of-thumb are often either based on decades-old research or fail to consider how human behavior impacts the outcomes calculated by a software program. How does this matter? It can mean telling a client she has to work five more years to achieve her financial security when, based on empirical research, she really doesn’t. Or that a couple can’t afford to travel as they wish in their early retirement years when, in fact, they can. This is what we mean when we say that employing our nationally-recognized expertise and offering thoughtful advice with care and attention to each individual client can make all the difference. Our planning, advisory and wealth management services are designed to reflect these beliefs.
7-day free trial · no credit card
Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 8 verified contacts at Cornerstone Wealth Advisors, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- XS
Xander Say
Resident in Financial Planning · Finance & Accounting
EmailPhone - JT
Jaydon Turner
Financial Planning Resident · Finance & Accounting
EmailPhone - OF
Olivia Flynn
Financial Planner · Finance & Accounting
EmailPhone - RH
Rebecca Hofland
Resident in Financial Planning · Finance & Accounting
EmailPhone - RH
Rebecca Hofland
Resident in Financial Planning · Finance & Accounting
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Cornerstone Wealth Advisors, Inc
3 distinct titles indexed · top 3 shown.
- 4resident in financial planning
- 2financial planner
- 2financial planning resident
Sign up to unlock all 8 contacts at Cornerstone Wealth Advisors, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at Cornerstone Wealth Advisors, Inc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.