Founded in 1996, Cornerstone Planning Group, Inc. is a second-generation family-owned business based in Minneapolis, MN. The firm operates as a Registered Investment Adviser (RIA) with a mission to provide clients with comprehensive financial planning and wealth management services. Their approach integrates financial guidance with personal values, focusing on areas such as retirement planning, investment management, insurance services, and legacy planning to build long-term financial security for their clients.

Founded in

United States