Cornerstone Wealth Management Group, LLC is a US-based financial services firm that operates as an independent advisory practice. Founded on the principle of providing objective, unbiased financial advice, the company positions itself as a "Family CFO" for its clients. Its mission is to coordinate all aspects of a client's financial life, including investment management, retirement planning, estate planning, and risk management, to create a cohesive and comprehensive financial strategy. The firm's advisors are affiliated with LPL Financial for brokerage and advisory services, allowing them to offer a wide range of non-proprietary financial products and services.

Founded in

United States