Cornerstone Financial Partners, LLC is an independent, employee-owned wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm focuses on providing personalized financial planning, investment management, retirement planning, and estate planning services. Their stated mission is to serve as a trusted financial partner, helping clients build, manage, and preserve their wealth through objective advice and a disciplined approach to investing. The firm emphasizes a client-centric model, acting as a fiduciary for its advisory clients.

Founded in

United States